TCPG
Trivant Custom Portfolio Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Sell |
15,930
-116
| -0.7% | -$33.6K | 2.54% | 12 |
|
|
2025
Q1 | $3.94M | Sell |
16,046
-153
| -0.9% | -$37.5K | 2.26% | 13 |
|
|
2024
Q4 | $3.88M | Sell |
16,199
-287
| -2% | -$68.8K | 2.27% | 14 |
|
|
2024
Q3 | $3.48M | Sell |
16,486
-44
| -0.3% | -$9.28K | 2.01% | 20 |
|
|
2024
Q2 | $3.34M | Sell |
16,530
-327
| -2% | -$66.1K | 2.05% | 19 |
|
|
2024
Q1 | $3.38M | Sell |
16,857
-631
| -4% | -$126K | 2.15% | 16 |
|
|
2023
Q4 | $2.97M | Sell |
17,488
-482
| -3% | -$82K | 1.98% | 19 |
|
|
2023
Q3 | $2.61M | Buy |
+17,970
| New | +$2.61M | 1.92% | 20 |
|