TrinityPoint Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.81M | Buy |
36,756
+1,010
| +3% | +$242K | 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% | +$78.9K | 0.83% | 23 |
|
|
2024
Q1 | $5.18M | Sell |
25,869
-219
| -0.8% | -$43.9K | 0.86% | 23 |
|
|
2023
Q4 | $4.44M | Buy |
26,088
+160
| +0.6% | +$27.2K | 0.8% | 22 |
|
|
2023
Q3 | $3.76M | Sell |
25,928
-46
| -0.2% | -$6.67K | 0.75% | 29 |
|
|
2023
Q2 | $3.78M | Buy |
25,974
+1,517
| +6% | +$221K | 0.74% | 30 |
|
|
2023
Q1 | $3.19M | Sell |
24,457
-132
| -0.5% | -$17.2K | 0.68% | 33 |
|
|
2022
Q4 | $3.3M | Buy |
24,589
+365
| +2% | +$48.9K | 0.75% | 29 |
|
|
2022
Q3 | $2.53M | Sell |
24,224
-12,104
| -33% | -$1.26M | 0.58% | 42 |
|
|
2022
Q2 | $4.09M | Buy |
36,328
+160
| +0.4% | +$18K | 0.9% | 24 |
|
|
2022
Q1 | $4.93M | Buy |
36,168
+2,972
| +9% | +$405K | 0.89% | 23 |
|
|
2021
Q4 | $5.26M | Sell |
33,196
-311
| -0.9% | -$49.3K | 0.93% | 23 |
|
|
2021
Q3 | $5.49M | Sell |
33,507
-42
| -0.1% | -$6.88K | 1.05% | 18 |
|
|
2021
Q2 | $5.22M | Sell |
33,549
-583
| -2% | -$90.7K | 1.07% | 19 |
|
|
2021
Q1 | $5.2M | Sell |
34,132
-797
| -2% | -$121K | 1.21% | 17 |
|
|
2020
Q4 | $4.6M | Sell |
34,929
-1,258
| -3% | -$166K | 1.1% | 20 |
|
|
2020
Q3 | $3.48M | Buy |
36,187
+1,998
| +6% | +$192K | 0.97% | 22 |
|
|
2020
Q2 | $3.22M | Sell |
34,189
-1,804
| -5% | -$170K | 1.02% | 18 |
|
|
2020
Q1 | $3.24M | Buy |
35,993
+11,628
| +48% | +$1.05M | 1.28% | 14 |
|
|
2019
Q4 | $3.4M | Sell |
24,365
-1,457
| -6% | -$203K | 1.15% | 17 |
|
|
2019
Q3 | $3.33M | Buy |
25,822
+8,735
| +51% | +$1.13M | 1.16% | 17 |
|
|
2019
Q2 | $2M | Sell |
17,087
-10,790
| -39% | -$1.26M | 0.96% | 26 |
|
|
2019
Q1 | $2.82M | Buy |
27,877
+5,811
| +26% | +$588K | 1.39% | 13 |
|
|
2018
Q4 | $2.15M | Buy |
+22,066
| New | +$2.15M | 1.32% | 17 |
|