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 Q2	$2.03M	Buy	+6,202	New	+$1.93M	1.17%	24
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capstone Triton Financial Group's JPM Position: Q2 2026 in Review

Capstone Triton Financial Group opened a new position in JPMorgan Chase (JPM) in Q2 2026: 6,202 shares worth $2.03M. The stake represents 1.17% of the portfolio and ranks #24 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in JPM as recently as Q4 2025.

Capstone Triton Financial Group first reported a position in JPM in Q4 2020 and has held it in 14 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Capstone Triton Financial Group held 6,202 shares of JPMorgan Chase worth $2.03M as of Q2 2026.
JPMorgan Chase was a new Capstone Triton Financial Group position in Q2 2026.
JPMorgan Chase made up 1.17% of Capstone Triton Financial Group's portfolio in Q2 2026, its #24 holding.
Capstone Triton Financial Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 14 quarters since.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.