Triumph Capital 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
Q3 | $457K | Buy |
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|
2025
Q2 | $413K | Sell |
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|
2025
Q1 | $440K | Buy |
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|
2024
Q4 | $420K | Buy |
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|
2024
Q3 | $360K | Sell |
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|
2024
Q2 | $414K | Sell |
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|
2024
Q1 | $411K | Sell |
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|
2023
Q4 | $628K | Sell |
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|
2023
Q3 | $581K | Sell |
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|
2023
Q2 | $689K | Sell |
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|
2023
Q1 | $716K | Buy |
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|
2022
Q4 | $584K | Sell |
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|
2022
Q3 | $563K | Sell |
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|
2022
Q2 | $864K | Buy |
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|
2022
Q1 | $981K | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $701K | Buy |
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|
2021
Q2 | $657K | Buy |
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