Trivium Point Advisory, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1766564 WILTON, CT

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$10,821,857

+$2,573,611 QoQ

Shares Held

33,061

+17.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.41%

of 13F equity value

Holder Rank

#1,386

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Trivium Point Advisory, LLC holds $18,347,400 across 6 Banks - Diversified names. JPM ranks #1 (59.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	33,061	$10,821,857
2	C	Citigroup Inc	27,215	$3,809,011
3	BNY	Bank of New York Mellon Corp	15,673	$2,266,472
4	BAC	Bank Of America Corp /De/	11,875	$676,637
5	WFC	Wells Fargo & Company/Mn	6,900	$570,216
6	HSBC	Hsbc Holdings PLC	2,137	$203,207

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,821,857	33,061	+17.9%	Shares	Sole	2026-08-06
2026-03-31	$8,248,246	28,040	-16.7%	Shares	Sole	2026-04-21
2025-12-31	$10,843,991	33,654	-2.2%	Shares	Sole	2026-01-26
2025-09-30	$10,855,523	34,415	-10.3%	Shares	Sole	2025-11-12
2025-06-30	$11,117,178	38,347	-2.4%	Shares	Sole	2025-07-17
2025-03-31	$9,641,761	39,306	-4.9%	Shares	Sole	2025-05-13
2024-12-31	$9,906,015	41,325	+18.4%	Shares	Sole	2025-02-13
2024-09-30	$7,359,646	34,903	-6.4%	Shares	Sole	2024-11-14
2024-06-30	$7,545,713	37,307	+8.7%	Shares	Sole	2024-08-14
2024-03-31	$6,873,695	34,317	+1.4%	Shares	Sole	2024-05-15
2023-12-31	$5,754,142	33,828	+3.0%	Shares	Sole	2024-02-05
2023-09-30	$4,760,861	32,829	+0.6%	Shares	Sole	2023-10-12
2023-06-30	$4,745,125	32,626	-1.0%	Shares	Sole	2023-07-13
2023-03-31	$4,295,669	32,965	+0.1%	Shares	Sole	2023-04-12
2022-12-31	$4,416,985	32,938	+3.9%	Shares	Sole	2023-01-27
2022-09-30	$3,313,172	31,705	+0.0%	Shares	Sole	2022-11-09
2022-06-30	$3,570,074	31,703	+0.3%	Shares	Sole	2022-07-27
2022-03-31	$4,310,847	31,623	-2.7%	Shares	Sole	2022-05-16
2021-12-31	$5,143,841	32,484	+3.9%	Shares	Sole	2022-02-18
2021-09-30	$5,118,095	31,267	+1.7%	Shares	Sole	2021-11-15
2021-06-30	$4,779,744	30,730	+4.1%	Shares	Sole	2021-08-12
2021-03-31	$4,495,504	29,531	+3.2%	Shares	Sole	2021-05-14
2020-12-31	$3,637,124	28,623	+0.0%	Shares	Sole	2021-02-12
2020-09-30	$2,755,439	28,622	+13.7%	Shares	Sole	2020-11-10
2020-06-30	$2,368,336	25,179	+11.3%	Shares	Sole	2020-08-14
2020-03-31	$2,036,208	22,617	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.