TPA
Trivium Point Advisory’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
38,347
-959
| -2% | -$278K | 1.21% | 11 |
|
|
2025
Q1 | $9.64M | Sell |
39,306
-2,019
| -5% | -$495K | 1.2% | 11 |
|
|
2024
Q4 | $9.91M | Buy |
41,325
+6,422
| +18% | +$1.54M | 1.25% | 11 |
|
|
2024
Q3 | $8.42M | Sell |
34,903
-2,404
| -6% | -$580K | 1.17% | 11 |
|
|
2024
Q2 | $7.55M | Buy |
37,307
+2,990
| +9% | +$605K | 1.12% | 12 |
|
|
2024
Q1 | $6.87M | Buy |
34,317
+489
| +1% | +$97.9K | 1.48% | 13 |
|
|
2023
Q4 | $5.75M | Buy |
33,828
+999
| +3% | +$170K | 1.4% | 14 |
|
|
2023
Q3 | $4.68M | Buy |
32,829
+203
| +0.6% | +$29K | 1.29% | 16 |
|
|
2023
Q2 | $4.75M | Sell |
32,626
-339
| -1% | -$49.3K | 1.28% | 17 |
|
|
2023
Q1 | $4.3M | Buy |
32,965
+27
| +0.1% | +$3.52K | 1.16% | 21 |
|
|
2022
Q4 | $4.54M | Buy |
32,938
+1,233
| +4% | +$170K | 1.32% | 18 |
|
|
2022
Q3 | $3.43M | Buy |
31,705
+2
| +0% | +$216 | 1.06% | 26 |
|
|
2022
Q2 | $3.64M | Buy |
31,703
+80
| +0.3% | +$9.18K | 1.09% | 25 |
|
|
2022
Q1 | $4.16M | Sell |
31,623
-861
| -3% | -$113K | 0.92% | 27 |
|
|
2021
Q4 | $5.14M | Buy |
32,484
+1,217
| +4% | +$193K | 1.08% | 25 |
|
|
2021
Q3 | $5.32M | Buy |
31,267
+537
| +2% | +$91.3K | 1.26% | 13 |
|
|
2021
Q2 | $4.78M | Buy |
30,730
+1,199
| +4% | +$187K | 1.19% | 14 |
|
|
2021
Q1 | $4.5M | Buy |
29,531
+908
| +3% | +$138K | 1.22% | 12 |
|
|
2020
Q4 | $3.89M | Buy |
28,623
+1
| +0% | +$136 | 1.12% | 15 |
|
|
2020
Q3 | $2.76M | Buy |
28,622
+3,443
| +14% | +$331K | 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% | -$100K | 1.1% | 23 |
|
|
2019
Q4 | $3.3M | Buy |
23,681
+267
| +1% | +$37.2K | 1.28% | 10 |
|
|
2019
Q3 | $2.64M | Buy |
23,414
+536
| +2% | +$60.4K | 1.21% | 13 |
|
|
2019
Q2 | $2.56M | Buy |
22,878
+1,181
| +5% | +$132K | 1.14% | 13 |
|
|
2019
Q1 | $2.2M | Buy |
21,697
+829
| +4% | +$83.9K | 1.03% | 21 |
|
|
2018
Q4 | $2.04M | Buy |
+20,868
| New | +$2.04M | 1.24% | 14 |
|