Trivium Point Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.8M | Buy |
33,061
+5,021
| +18% | +$1.56M | 0.98% | 21 |
|
|
2026
Q1 | $8.25M | Sell |
28,040
-5,614
| -17% | -$1.7M | 1.49% | 9 |
|
|
2025
Q4 | $10.8M | Sell |
33,654
-761
| -2% | -$236K | 1.09% | 18 |
|
|
2025
Q3 | $10.9M | Sell |
34,415
-3,932
| -10% | -$1.17M | 1.11% | 16 |
|
|
2025
Q2 | $11.1M | Sell |
38,347
-959
| -2% | -$245K | 1.21% | 11 |
|
|
2025
Q1 | $9.64M | Sell |
39,306
-2,019
| -5% | -$515K | 1.2% | 11 |
|
|
2024
Q4 | $9.91M | Buy |
41,325
+6,422
| +18% | +$1.5M | 1.25% | 11 |
|
|
2024
Q3 | $8.42M | Sell |
34,903
-2,404
| -6% | -$506K | 1.17% | 11 |
|
|
2024
Q2 | $7.55M | Buy |
37,307
+2,990
| +9% | +$585K | 1.12% | 12 |
|
|
2024
Q1 | $6.87M | Buy |
34,317
+489
| +1% | +$88.2K | 1.48% | 13 |
|
|
2023
Q4 | $5.75M | Buy |
33,828
+999
| +3% | +$151K | 1.4% | 14 |
|
|
2023
Q3 | $4.68M | Buy |
32,829
+203
| +0.6% | +$30.4K | 1.29% | 16 |
|
|
2023
Q2 | $4.75M | Sell |
32,626
-339
| -1% | -$46.6K | 1.28% | 17 |
|
|
2023
Q1 | $4.3M | Buy |
32,965
+27
| +0.1% | +$3.7K | 1.16% | 21 |
|
|
2022
Q4 | $4.54M | Buy |
32,938
+1,233
| +4% | +$156K | 1.32% | 18 |
|
|
2022
Q3 | $3.43M | Buy |
31,705
+2
| +0% | +$230 | 1.06% | 26 |
|
|
2022
Q2 | $3.64M | Buy |
31,703
+80
| +0.3% | +$9.91K | 1.09% | 25 |
|
|
2022
Q1 | $4.16M | Sell |
31,623
-861
| -3% | -$127K | 0.92% | 27 |
|
|
2021
Q4 | $5.14M | Buy |
32,484
+1,217
| +4% | +$200K | 1.08% | 25 |
|
|
2021
Q3 | $5.32M | Buy |
31,267
+537
| +2% | +$84.2K | 1.26% | 13 |
|
|
2021
Q2 | $4.78M | Buy |
30,730
+1,199
| +4% | +$188K | 1.19% | 14 |
|
|
2021
Q1 | $4.5M | Buy |
29,531
+908
| +3% | +$131K | 1.22% | 12 |
|
|
2020
Q4 | $3.89M | Buy |
28,623
+1
| +0% | +$112 | 1.12% | 15 |
|
|
2020
Q3 | $2.75M | Buy |
28,622
+3,443
| +14% | +$338K | 0.97% | 19 |
|
|
2020
Q2 | $2.39M | Buy |
25,179
+2,562
| +11% | +$243K | 0.95% | 23 |
|
|
2020
Q1 | $2.13M | Sell |
22,617
-1,064
| -4% | -$129K | 1.1% | 23 |
|
|
2019
Q4 | $3.3M | Buy |
23,681
+267
| +1% | +$34.2K | 1.28% | 10 |
|
|
2019
Q3 | $2.64M | Buy |
23,414
+536
| +2% | +$60.6K | 1.21% | 13 |
|
|
2019
Q2 | $2.56M | Buy |
22,878
+1,181
| +5% | +$130K | 1.14% | 13 |
|
|
2019
Q1 | $2.2M | Buy |
21,697
+829
| +4% | +$85.4K | 1.03% | 21 |
|
|
2018
Q4 | $2.04M | Buy |
+20,868
| New | +$2.22M | 1.24% | 14 |
|
Other funds holding JPM
Trivium Point Advisory's JPM Position: Q2 2026 in Review
Trivium Point Advisory increased its JPMorgan Chase (JPM) stake by 18% in Q2 2026, buying an estimated $1.56M and bringing the position to 33,061 shares worth $10.8M. The position accounts for 0.98% of the portfolio, ranked #21.
Trivium Point Advisory first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.1M in Q2 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Trivium Point Advisory held 33,061 shares of JPMorgan Chase worth $10.8M as of Q2 2026.
- Trivium Point Advisory bought 5,021 JPMorgan Chase shares in Q2 2026, an estimated $1.56M.
- JPMorgan Chase made up 0.98% of Trivium Point Advisory's portfolio in Q2 2026, its #21 holding.
- Trivium Point Advisory first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- Trivium Point Advisory's JPMorgan Chase position peaked at $11.1M in Q2 2025.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.