Triune Financial Partners’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 | $498K | Sell |
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|
2025
Q2 | $467K | Sell |
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|
2025
Q1 | $487K | Buy |
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|
2024
Q4 | $406K | Buy |
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|
2024
Q3 | $356K | Buy |
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|
2024
Q2 | $341K | Sell |
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|
2024
Q1 | $618K | Sell |
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|
2023
Q4 | $529K | Buy |
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|
2023
Q3 | $441K | Buy |
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|
2023
Q2 | $440K | Buy |
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|
2023
Q1 | $227K | Buy |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $232K | Buy |
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|
2021
Q4 | $268K | Buy |
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|
2021
Q2 | $260K | Buy |
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