JPM — JPMORGAN CHASE & CO

Ownership history in TrinityPoint Wealth, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which TrinityPoint Wealth, LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.39% (2019 Q1)
Avg. % of fund
0.99%
First filed
2018 Q4
Last filed
2024 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 36,756 +1,010 +2.8% 1.24% $8.8M $233.69
2024 Q3 ADDED 35,746 +9,487 +36.1% 1.08% $7.5M $204.31
2024 Q2 ADDED 26,259 +390 +1.5% 0.83% $5.3M $194.90
2024 Q1 REDUCED 25,869 -219 -0.8% 0.86% $5.2M $191.89
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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