TLP
Trinity Legacy Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.11M | Buy |
21,394
+131
| +0.6% | +$37.4K | 1.49% | 22 |
|
|
2025
Q1 | $5.59M | Sell |
21,263
-3,670
| -15% | -$965K | 1.41% | 23 |
|
|
2024
Q4 | $5.98M | Buy |
24,933
+458
| +2% | +$110K | 1.54% | 25 |
|
|
2024
Q3 | $5.42M | Sell |
24,475
-848
| -3% | -$188K | 1.39% | 28 |
|
|
2024
Q2 | $5.12M | Buy |
25,323
+1,222
| +5% | +$247K | 1.46% | 23 |
|
|
2024
Q1 | $4.83M | Buy |
24,101
+723
| +3% | +$145K | 1.41% | 26 |
|
|
2023
Q4 | $3.98M | Buy |
23,378
+452
| +2% | +$76.9K | 1.25% | 30 |
|
|
2023
Q3 | $3.32M | Buy |
22,926
+18,163
| +381% | +$2.63M | 1.15% | 33 |
|
|
2023
Q2 | $693K | Sell |
4,763
-190
| -4% | -$27.6K | 0.24% | 53 |
|
|
2023
Q1 | $645K | Sell |
4,953
-1,061
| -18% | -$138K | 0.24% | 53 |
|
|
2022
Q4 | $806K | Sell |
6,014
-215
| -3% | -$28.8K | 0.32% | 47 |
|
|
2022
Q3 | $651K | Sell |
6,229
-490
| -7% | -$51.2K | 0.28% | 51 |
|
|
2022
Q2 | $758K | Sell |
6,719
-32,335
| -83% | -$3.65M | 0.29% | 54 |
|
|
2022
Q1 | $5.32M | Buy |
39,054
+21,099
| +118% | +$2.88M | 1.8% | 23 |
|
|
2021
Q4 | $2.84M | Buy |
17,955
+1,522
| +9% | +$241K | 0.96% | 33 |
|
|
2021
Q3 | $2.69M | Buy |
16,433
+817
| +5% | +$134K | 0.97% | 34 |
|
|
2021
Q2 | $2.43M | Buy |
15,616
+10,327
| +195% | +$1.61M | 0.89% | 34 |
|
|
2021
Q1 | $811K | Buy |
5,289
+637
| +14% | +$97.7K | 0.32% | 44 |
|
|
2020
Q4 | $591K | Sell |
4,652
-1,000
| -18% | -$127K | 0.27% | 48 |
|
|
2020
Q3 | $570K | Sell |
5,652
-577
| -9% | -$58.2K | 0.28% | 45 |
|
|
2020
Q2 | $592K | Buy |
+6,229
| New | +$592K | 0.3% | 42 |
|
|
2019
Q2 | – | Sell |
-30,821
| Closed | -$3.12M | – | 69 |
|
|
2019
Q1 | $3.12M | Buy |
30,821
+6,532
| +27% | +$661K | 2.05% | 15 |
|
|
2018
Q4 | $2.37M | Buy |
+24,289
| New | +$2.37M | 2.3% | 15 |
|