Triumph Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Sell |
1,423
-370
| -21% | -$107K | 0.12% | 187 |
|
|
2025
Q1 | $440K | Buy |
1,793
+42
| +2% | +$10.3K | 0.15% | 168 |
|
|
2024
Q4 | $420K | Buy |
1,751
+46
| +3% | +$11K | 0.14% | 174 |
|
|
2024
Q3 | $360K | Sell |
1,705
-343
| -17% | -$72.3K | 0.13% | 179 |
|
|
2024
Q2 | $414K | Sell |
2,048
-19
| -0.9% | -$3.84K | 0.16% | 146 |
|
|
2024
Q1 | $411K | Sell |
2,067
-1,627
| -44% | -$324K | 0.17% | 132 |
|
|
2023
Q4 | $628K | Sell |
3,694
-314
| -8% | -$53.4K | 0.27% | 83 |
|
|
2023
Q3 | $581K | Sell |
4,008
-728
| -15% | -$106K | 0.26% | 89 |
|
|
2023
Q2 | $689K | Sell |
4,736
-761
| -14% | -$111K | 0.31% | 67 |
|
|
2023
Q1 | $716K | Buy |
5,497
+1,142
| +26% | +$149K | 0.37% | 51 |
|
|
2022
Q4 | $584K | Sell |
4,355
-1,031
| -19% | -$138K | 0.31% | 71 |
|
|
2022
Q3 | $563K | Sell |
5,386
-2,288
| -30% | -$239K | 0.31% | 76 |
|
|
2022
Q2 | $864K | Buy |
7,674
+477
| +7% | +$53.7K | 0.46% | 50 |
|
|
2022
Q1 | $981K | Buy |
7,197
+674
| +10% | +$91.9K | 0.42% | 56 |
|
|
2021
Q4 | $1.03M | Buy |
6,523
+2,242
| +52% | +$355K | 0.45% | 53 |
|
|
2021
Q3 | $701K | Buy |
4,281
+47
| +1% | +$7.7K | 0.33% | 77 |
|
|
2021
Q2 | $657K | Buy |
+4,234
| New | +$657K | 0.38% | 62 |
|