Capstone Triton Financial Group’s JPMorgan Chase JPM Stock Holding History

Capstone Triton Financial Group’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,902	Closed	-$1.9M	–	91
2025 Q4	$1.9M	Buy	5,902 +103	+2%	+$31.9K	1.26%	22
2025 Q3	$1.83M	Buy	5,799 +178	+3%	+$52.9K	1.23%	28
2025 Q2	$1.63M	Buy	+5,621	New	+$1.43M	1.18%	28
2024 Q4	$1.32M	Buy	5,520 +374	+7%	+$87.1K	0.83%	42
2024 Q3	$1.09M	Buy	5,146 +209	+4%	+$44K	0.69%	55
2024 Q2	$999K	Buy	4,937 +190	+4%	+$37.1K	0.7%	51
2024 Q1	$951K	Buy	4,747 +2,825	+147%	+$510K	0.67%	56
2023 Q4	$327K	Hold	1,922	–	–	0.24%	87
2023 Q3	$279K	Buy	1,922 +18	+0.9%	+$2.7K	0.2%	89
2023 Q2	$277K	Buy	1,904 +37	+2%	+$5.09K	0.19%	85
2023 Q1	$243K	Buy	+1,867	New	+$256K	0.18%	89
2021 Q4	–	Sell	-1,224	Closed	-$209K	–	105
2021 Q3	$209K	Buy	+1,224	New	+$192K	0.13%	117
2021 Q1	–	Sell	-1,408	Closed	-$179K	–	225
2020 Q4	$179K	Buy	+1,408	New	+$157K	0.11%	124

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capstone Triton Financial Group's JPM Position: Q1 2026 in Review

Capstone Triton Financial Group sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 5,902 shares — an estimated $1.9M sold.

Capstone Triton Financial Group first reported a position in JPM in Q4 2020 and held it in 13 quarters. The position peaked at $1.9M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Capstone Triton Financial Group reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Capstone Triton Financial Group sold 5,902 JPMorgan Chase shares in Q1 2026, an estimated $1.9M.
Capstone Triton Financial Group first reported a position in JPMorgan Chase in Q4 2020 and held it in 13 quarters.
Capstone Triton Financial Group's JPMorgan Chase position peaked at $1.9M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.