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Trivium Point Advisory’s JPMorgan Chase JPM Stock Holding History

Trivium Point Advisory’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Trivium Point Advisory's JPM Position: Q1 2026 in Review

Trivium Point Advisory reduced its JPMorgan Chase (JPM) stake by 17% in Q1 2026, selling an estimated $1.7M and leaving 28,040 shares worth $8.25M. The position accounts for 1.49% of the portfolio, ranked #9.

Trivium Point Advisory first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.1M in Q2 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Trivium Point Advisory held 28,040 shares of JPMorgan Chase worth $8.25M as of Q1 2026.
  • Trivium Point Advisory sold 5,614 JPMorgan Chase shares in Q1 2026, an estimated $1.7M.
  • JPMorgan Chase made up 1.49% of Trivium Point Advisory's portfolio in Q1 2026, its #9 holding.
  • Trivium Point Advisory first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Trivium Point Advisory's JPMorgan Chase position peaked at $11.1M in Q2 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.