Triton Wealth Management’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
Q2 | $407K | Buy |
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|
2024
Q4 | $571K | Buy |
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|
2024
Q3 | $428K | Hold |
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|
2024
Q2 | $434K | Buy |
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|
2024
Q1 | $200K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $213K | Sell |
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|
2022
Q4 | $215K | Sell |
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|
2022
Q3 | $218K | Hold |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $286K | Hold |
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|
2021
Q4 | $286K | Buy |
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|
2021
Q3 | $314K | Sell |
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|
2021
Q2 | $302K | Buy |
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