A detailed history of Triumph Capital Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Triumph Capital Management holds 2,067 shares of JPM stock, worth $423,300. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,067
Previous 3,694 44.04%
Holding current value
$423,300
Previous $628,000 34.08%
% of portfolio
0.18%
Previous 0.28%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

SELL
$167.09 - $200.3 $271,855 - $325,888
-1,627 Reduced 44.04%
2,067 $414,000
Q4 2023

Feb 05, 2024

SELL
$135.69 - $170.3 $42,606 - $53,474
-314 Reduced 7.83%
3,694 $628,000
Q3 2023

Oct 31, 2023

SELL
$143.21 - $158.0 $104,256 - $115,024
-728 Reduced 15.37%
4,008 $581,000
Q2 2023

Aug 03, 2023

SELL
$127.47 - $145.44 $97,004 - $110,679
-761 Reduced 13.84%
4,736 $688,000
Q1 2023

May 08, 2023

BUY
$124.91 - $143.8 $142,647 - $164,219
1,142 Added 26.22%
5,497 $716,000
Q4 2022

Jan 31, 2023

SELL
$101.96 - $137.84 $105,120 - $142,113
-1,031 Reduced 19.14%
4,355 $584,000
Q3 2022

Nov 01, 2022

SELL
$20.73 - $120.58 $47,430 - $275,887
-2,288 Reduced 29.81%
5,386 $563,000
Q2 2022

Aug 02, 2022

BUY
$112.61 - $135.91 $53,714 - $64,829
477 Added 6.63%
7,674 $864,000
Q1 2022

May 03, 2022

BUY
$128.3 - $168.44 $86,474 - $113,528
674 Added 10.33%
7,197 $981,000
Q4 2021

Feb 11, 2022

BUY
$153.94 - $171.78 $345,133 - $385,130
2,242 Added 52.37%
6,523 $1.03 Million
Q3 2021

Nov 16, 2021

SELL
$146.97 - $166.98 $701,781 - $797,329
-4,775 Reduced 52.73%
4,281 $701,000
Q3 2021

Nov 15, 2021

BUY
$146.97 - $166.98 $708,689 - $805,177
4,822 Added 113.89%
9,056 $872,000
Q2 2021

Jul 19, 2021

BUY
$147.37 - $166.44 $623,964 - $704,706
4,234 New
4,234 $657,000

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 $601B
  • 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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