Trivant Custom Portfolio Group’s JPMorgan Chase JPM Stock Holding History

Trivant Custom Portfolio Group’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.62M	Sell
2025 Q1	$3.94M	Sell
2024 Q4	$3.88M	Sell
2024 Q3	$3.48M	Sell
2024 Q2	$3.34M	Sell
2024 Q1	$3.38M	Sell
2023 Q4	$2.97M	Sell
2023 Q3	$2.61M	Buy