Trinity Financial Advisors LLC's ownership history for JPM

Trinity Financial Advisors LLC currently holds 19.9K shares with a market value of $6.3M. It started holding JPM on 2024-09-30. At its peak, it held 20.3K shares on 2025-06-30. Its highest holding value was $6.3M on 2025-09-30. At its lowest, it held 19.2K shares on 2024-12-31, with a value of $2.8M on 2024-09-30. In the recent 180 days, Trinity Financial Advisors LLC has decreased its shares by 191. In the recent year, Trinity Financial Advisors LLC has increased its shares by 468.