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TrinityPoint Wealth’s JPMorgan Chase JPM Stock Holding History

TrinityPoint Wealth’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$8.81M Buy
36,756
+1,010
+3% +$235K 1.24% 13
2024
Q3 		$7.54M Buy
35,746
+9,487
+36% +$2M 1.08% 17
2024
Q2 		$5.31M Buy
26,259
+390
+2% +$76.2K 0.83% 23
2024
Q1 		$5.18M Sell
25,869
-219
-0.8% -$39.5K 0.86% 23
2023
Q4 		$4.44M Buy
26,088
+160
+0.6% +$24.2K 0.8% 22
2023
Q3 		$3.76M Sell
25,928
-46
-0.2% -$6.9K 0.75% 29
2023
Q2 		$3.78M Buy
25,974
+1,517
+6% +$209K 0.74% 30
2023
Q1 		$3.19M Sell
24,457
-132
-0.5% -$18.1K 0.68% 33
2022
Q4 		$3.3M Buy
24,589
+365
+2% +$46.2K 0.75% 29
2022
Q3 		$2.53M Sell
24,224
-12,104
-33% -$1.39M 0.58% 42
2022
Q2 		$4.09M Buy
36,328
+160
+0.4% +$19.8K 0.9% 24
2022
Q1 		$4.93M Buy
36,168
+2,972
+9% +$439K 0.89% 23
2021
Q4 		$5.26M Sell
33,196
-311
-0.9% -$51.1K 0.93% 23
2021
Q3 		$5.49M Sell
33,507
-42
-0.1% -$6.58K 1.05% 18
2021
Q2 		$5.22M Sell
33,549
-583
-2% -$91.6K 1.07% 19
2021
Q1 		$5.2M Sell
34,132
-797
-2% -$115K 1.21% 17
2020
Q4 		$4.6M Sell
34,929
-1,258
-3% -$141K 1.1% 20
2020
Q3 		$3.48M Buy
36,187
+1,998
+6% +$196K 0.97% 22
2020
Q2 		$3.22M Sell
34,189
-1,804
-5% -$171K 1.02% 18
2020
Q1 		$3.24M Buy
35,993
+11,628
+48% +$1.41M 1.28% 14
2019
Q4 		$3.4M Sell
24,365
-1,457
-6% -$187K 1.15% 17
2019
Q3 		$3.33M Buy
25,822
+8,735
+51% +$988K 1.16% 17
2019
Q2 		$2M Sell
17,087
-10,790
-39% -$1.19M 0.96% 26
2019
Q1 		$2.82M Buy
27,877
+5,811
+26% +$599K 1.39% 13
2018
Q4 		$2.15M Buy
+22,066
New +$2.35M 1.32% 17

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TrinityPoint Wealth's JPM Position: Q4 2024 in Review

TrinityPoint Wealth increased its JPMorgan Chase (JPM) stake by 2.8% in Q4 2024, buying an estimated $235K and bringing the position to 36,756 shares worth $8.81M. The position accounts for 1.24% of the portfolio, ranked #13.

TrinityPoint Wealth first reported a position in JPM in Q4 2018 and has held it in 25 quarters since. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • TrinityPoint Wealth held 36,756 shares of JPMorgan Chase worth $8.81M as of Q4 2024.
  • TrinityPoint Wealth bought 1,010 JPMorgan Chase shares in Q4 2024, an estimated $235K.
  • JPMorgan Chase made up 1.24% of TrinityPoint Wealth's portfolio in Q4 2024, its #13 holding.
  • TrinityPoint Wealth first reported a position in JPMorgan Chase in Q4 2018 and has held it in 25 quarters since.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.