TWM
Triton Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
+1,372
| New | +$407K | 0.17% | 73 |
|
|
2024
Q4 | $571K | Buy |
2,314
+249
| +12% | +$61.4K | 0.29% | 37 |
|
|
2024
Q3 | $428K | Hold |
2,065
| – | – | 0.24% | 43 |
|
|
2024
Q2 | $434K | Buy |
2,065
+1,018
| +97% | +$214K | 0.25% | 44 |
|
|
2024
Q1 | $200K | Buy |
+1,047
| New | +$200K | 0.14% | 71 |
|
|
2023
Q3 | – | Sell |
-1,518
| Closed | -$236K | – | 81 |
|
|
2023
Q2 | $236K | Hold |
1,518
| – | – | 0.13% | 71 |
|
|
2023
Q1 | $213K | Sell |
1,518
-32
| -2% | -$4.5K | 0.13% | 73 |
|
|
2022
Q4 | $215K | Sell |
1,550
-389
| -20% | -$53.9K | 0.13% | 72 |
|
|
2022
Q3 | $218K | Hold |
1,939
| – | – | 0.13% | 68 |
|
|
2022
Q2 | $219K | Buy |
1,939
+26
| +1% | +$2.94K | 0.15% | 75 |
|
|
2022
Q1 | $286K | Hold |
1,913
| – | – | 0.15% | 71 |
|
|
2021
Q4 | $286K | Buy |
1,913
+31
| +2% | +$4.64K | 0.15% | 71 |
|
|
2021
Q3 | $314K | Sell |
1,882
-5
| -0.3% | -$834 | 0.15% | 75 |
|
|
2021
Q2 | $302K | Buy |
+1,887
| New | +$302K | 0.17% | 82 |
|