Trinity Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.27M | Sell |
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|
2025
Q2 | $5.88M | Sell |
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|
2025
Q1 | $4.64M | Buy |
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|
2024
Q4 | $4.62M | Sell |
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|
2024
Q3 | $2.83M | Buy |
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|
2024
Q2 | $3.75M | Sell |
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|
2024
Q1 | $3.8M | Sell |
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|
2023
Q4 | $3.75M | Sell |
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|
2023
Q3 | $3.26M | Buy |
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|
2023
Q2 | $3.08M | Buy |
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|
2023
Q1 | $2.46M | Sell |
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|
2022
Q4 | $2.71M | Buy |
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|
2022
Q3 | $1.85M | Buy |
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|
2022
Q2 | $1.4M | Buy |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.69M | Sell |
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|
2021
Q3 | $1.84M | Sell |
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|
2021
Q2 | $2.03M | Sell |
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|
2021
Q1 | $3.99M | Buy |
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|
2020
Q4 | $3.13M | Buy |
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