Skip to content
Disclosery

Trivium Point Advisory, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trivium Point Advisory, LLC on JPM, newest first. How the timeline and the estimate are built.

Trivium Point Advisory, LLC held 33,061 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,061 shares
    Change vs previous 13F +5,021 shares

    0.98% of the 13F portfolio, value $10,821,802.

    13F-HR 0001951757-26-001133 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 28,040 shares
    Change vs previous 13F -5,614 shares

    1.49% of the 13F portfolio, value $8,248,161.

    13F-HR 0001951757-26-000655 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,654 shares
    Change vs previous 13F -761 shares

    1.09% of the 13F portfolio, value $10,844,120.

    13F-HR 0001951757-26-000297 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,415 shares
    Change vs previous 13F -3,932 shares

    1.11% of the 13F portfolio, value $10,855,552.

    13F-HR 0001951757-25-001393 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 38,347 shares
    Change vs previous 13F -959 shares

    1.21% of the 13F portfolio, value $11,117,222.

    13F-HR 0001951757-25-000887 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 39,306 shares
    Change vs previous 13F -2,019 shares

    1.2% of the 13F portfolio, value $9,641,769.

    13F-HR 0001951757-25-000543 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 41,325 shares
    Change vs previous 13F +6,422 shares

    1.25% of the 13F portfolio, value $9,906,020.

    13F-HR 0001951757-25-000252 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 34,903 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $8,417,192.

    13F-HR 0001951757-24-001208 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).