JPMorgan Chase & Co. shares owned by Trinity Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Trinity Financial Advisors
from 13F filings
Historical chart of Trinity Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Trinity Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 20k | 315.43 |
| 2025-06-30 | $5.9M | 20k | 289.91 |
| 2025-03-31 | $4.9M | 20k | 245.30 |
| 2024-12-31 | $4.6M | 19k | 240.00 |
| 2024-09-30 | $2.8M | 19k | 145.76 |
| 2024-06-30 | $3.8M | 19k | 202.26 |
| 2024-03-31 | $3.8M | 19k | 200.30 |
| 2023-12-31 | $3.8M | 22k | 170.10 |
| 2023-09-30 | $3.3M | 23k | 145.02 |
| 2023-06-30 | $3.1M | 21k | 145.44 |
| 2023-03-31 | $2.5M | 19k | 130.31 |
| 2022-12-31 | $2.7M | 20k | 134.10 |
| 2022-09-30 | $1.8M | 18k | 104.48 |
| 2022-06-30 | $1.4M | 12k | 112.64 |
| 2022-03-31 | $1.5M | 11k | 136.29 |
| 2021-12-31 | $1.7M | 11k | 158.31 |
| 2021-09-30 | $1.8M | 11k | 163.71 |
| 2021-06-30 | $2.0M | 13k | 155.56 |
| 2021-03-31 | $4.0M | 26k | 152.23 |
| 2020-12-31 | $3.1M | 25k | 128.07 |
More positions owned by Trinity Financial Advisors
View all positions for Trinity Financial Advisors