JPMorgan Chase & Co. shares owned by TriaGen Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by TriaGen Wealth Management
from 13F filings
Historical chart of TriaGen Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by TriaGen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 7.7k | 315.43 |
| 2025-06-30 | $2.2M | 7.7k | 289.91 |
| 2025-03-31 | $3.7M | 15k | 245.30 |
| 2024-12-31 | $3.7M | 16k | 239.71 |
| 2024-09-30 | $3.3M | 16k | 210.86 |
| 2024-06-30 | $3.2M | 16k | 202.26 |
| 2024-03-31 | $3.2M | 16k | 200.30 |
| 2023-12-31 | $2.7M | 16k | 170.10 |
| 2023-09-30 | $2.4M | 16k | 145.02 |
| 2023-06-30 | $4.1M | 28k | 145.44 |
| 2023-03-31 | $612k | 4.7k | 130.31 |
| 2022-12-31 | $617k | 4.6k | 134.10 |
| 2022-09-30 | $477k | 4.6k | 104.61 |
| 2022-06-30 | $541k | 4.8k | 112.71 |
| 2022-03-31 | $654k | 4.8k | 136.25 |
| 2021-12-31 | $760k | 4.8k | 158.33 |
| 2021-09-30 | $786k | 4.8k | 163.75 |
| 2021-06-30 | $749k | 4.9k | 151.74 |
| 2021-03-31 | $786k | 5.2k | 152.15 |
| 2020-12-31 | $656k | 5.2k | 126.98 |