TW
TritonPoint Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8M | Sell |
95,972
-1,954
| -2% | -$566K | 2.57% | 5 |
|
|
2025
Q1 | $24M | Sell |
97,926
-49
| -0.1% | -$12K | 2.29% | 5 |
|
|
2024
Q4 | $23.5M | Sell |
97,975
-2,628
| -3% | -$630K | 2.13% | 7 |
|
|
2024
Q3 | $21.2M | Buy |
100,603
+3,973
| +4% | +$836K | 1.94% | 9 |
|
|
2024
Q2 | $19.5M | Sell |
96,630
-342
| -0.4% | -$69.2K | 1.88% | 10 |
|
|
2024
Q1 | $15.8M | Sell |
96,972
-3,670
| -4% | -$599K | 1.65% | 10 |
|
|
2023
Q4 | $17.1M | Buy |
+100,642
| New | +$17.1M | 1.67% | 10 |
|