TPI
Trust Point Inc’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.08M | Buy |
24,421
+2,432
| +11% | +$705K | 0.67% | 22 |
|
|
2025
Q1 | $5.39M | Sell |
21,989
-4,356
| -17% | -$1.07M | 0.49% | 26 |
|
|
2024
Q4 | $6.32M | Buy |
26,345
+328
| +1% | +$78.6K | 0.44% | 29 |
|
|
2024
Q3 | $5.49M | Buy |
26,017
+196
| +0.8% | +$41.3K | 0.41% | 26 |
|
|
2024
Q2 | $5.22M | Sell |
25,821
-1,076
| -4% | -$218K | 0.42% | 25 |
|
|
2024
Q1 | $5.39M | Sell |
26,897
-2,424
| -8% | -$486K | 0.42% | 27 |
|
|
2023
Q4 | $4.99M | Buy |
+29,321
| New | +$4.99M | 0.41% | 26 |
|