A detailed history of Trinity Financial Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 19,424 shares of JPM stock, worth $4.27 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
19,424
Previous 18,555 4.68%
Holding current value
$4.27 Million
Previous $3.75 Million 9.12%
% of portfolio
1.66%
Previous 1.72%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

BUY
$194.9 - $224.8 $169,368 - $195,351
869 Added 4.68%
19,424 $4.09 Million
Q2 2024

Jul 10, 2024

SELL
$180.08 - $204.79 $77,074 - $87,650
-428 Reduced 2.25%
18,555 $3.75 Million
Q1 2024

Apr 17, 2024

SELL
$167.09 - $200.3 $516,141 - $618,726
-3,089 Reduced 14.0%
18,983 $3.8 Million
Q4 2023

Feb 05, 2024

SELL
$135.69 - $170.3 $53,326 - $66,927
-393 Reduced 1.75%
22,072 $3.75 Million
Q3 2023

Oct 18, 2023

BUY
$143.21 - $158.0 $182,163 - $200,976
1,272 Added 6.0%
22,465 $3.26 Million
Q2 2023

Jul 20, 2023

BUY
$127.47 - $145.44 $299,554 - $341,784
2,350 Added 12.47%
21,193 $3.08 Million
Q1 2023

Apr 10, 2023

SELL
$124.91 - $143.8 $173,000 - $199,163
-1,385 Reduced 6.85%
18,843 $2.46 Million
Q4 2022

Jan 20, 2023

BUY
$101.96 - $137.84 $260,915 - $352,732
2,559 Added 14.48%
20,228 $0
Q3 2022

Oct 24, 2022

BUY
$20.73 - $120.58 $108,438 - $630,753
5,231 Added 42.06%
17,669 $1.85 Million
Q2 2022

Jul 22, 2022

BUY
$112.61 - $135.91 $200,107 - $241,512
1,777 Added 16.67%
12,438 $1.4 Million
Q1 2022

Apr 27, 2022

BUY
$128.3 - $168.44 $641 - $842
5 Added 0.05%
10,661 $1.45 Million
Q4 2021

Jan 18, 2022

SELL
$153.94 - $171.78 $86,976 - $97,055
-565 Reduced 5.04%
10,656 $1.69 Million
Q3 2021

Oct 21, 2021

SELL
$146.97 - $166.98 $271,600 - $308,579
-1,848 Reduced 14.14%
11,221 $1.84 Million
Q2 2021

Oct 20, 2021

SELL
$147.37 - $166.44 $1.94 Million - $2.19 Million
-13,167 Reduced 50.19%
13,069 $2.03 Million
Q1 2021

Oct 20, 2021

BUY
$125.65 - $157.65 $221,772 - $278,252
1,765 Added 7.21%
26,236 $3.99 Million
Q4 2020

Oct 20, 2021

BUY
$96.54 - $127.07 $2.36 Million - $3.11 Million
24,471 New
24,471 $3.13 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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