SEC 13F Intelligence

Trivium Point Advisory, LLC / JPM

Trivium Point Advisory, LLC’s Jpmorgan Chase & Co Position

Does Trivium Point Advisory, LLC own Jpmorgan Chase & Co (JPM)? Yes28.0K shares worth $8M (+1.49% of its 13F portfolio) as of Q1 2026, down from 33.7K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
28.0K
% of Portfolio
+1.49%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ3 ’22: $3MQ4 ’22: $5MQ4 ’22Q1 ’23: $4MQ2 ’23: $5MQ3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $7MQ2 ’24: $8MQ3 ’24: $8MQ4 ’24: $10MQ4 ’24Q1 ’25: $10MQ2 ’25: $11MQ3 ’25: $11MQ4 ’25: $11MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202628.0K$8M+1.49%
Q4 202533.7K$11M+1.09%
Q3 202534.4K$11M+1.11%
Q2 202538.3K$11M+1.21%
Q1 202539.3K$10M+1.20%
Q4 202441.3K$10M+1.25%
Q3 202434.9K$8M+1.17%
Q2 202437.3K$8M+1.12%
Q1 202434.3K$7M+1.48%
Q4 202333.8K$6M+1.40%
Q3 202332.8K$5M+1.29%
Q2 202332.6K$5M+1.28%
Q1 202333.0K$4M+1.16%
Q4 202232.9K$5M+1.32%
Q3 202231.7K$3M+1.06%
Q2 202231.7K$4M+1.09%
Q1 202231.6K$4M+0.92%
Q4 202132.5K$5M+1.08%
Q3 202131.3K$5M+1.26%
Q2 202130.7K$5M+1.19%
Q1 202129.5K$4M+1.22%
Q4 202028.6K$4M+1.12%
Q3 202028.6K$3M+0.97%
Q2 202025.2K$2M+0.95%
Q1 202022.6K$2M+1.10%
Q4 201923.7K$3M+1.28%
Q3 201923.4K$3M+1.21%
Q2 201922.9K$3M+1.14%
Q1 201921.7K$2M+1.03%
Q4 201820.9K$2M+1.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Trivium Point Advisory, LLC’s full portfolio or all institutional holders of JPM.