JP Morgan Chase
TY icon

JP Morgan Chase’s TRI-Continental Corp TY Stock Holding History

JP Morgan Chase’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$557K Buy
15,910
+299
+2% +$10.2K ﹤0.01% 5017
2026
Q1 		$483K Sell
15,611
-196
-1% -$6.42K ﹤0.01% 5060
2025
Q4 		$516K Buy
15,807
+820
+5% +$27.7K ﹤0.01% 5013
2025
Q3 		$510K Buy
14,987
+36
+0.2% +$1.19K ﹤0.01% 5022
2025
Q2 		$473K Sell
14,951
-15
-0.1% -$455 ﹤0.01% 4811
2025
Q1 		$459K Sell
14,966
-3,082
-17% -$98.1K ﹤0.01% 4837
2024
Q4 		$572K Buy
18,048
+4,888
+37% +$162K ﹤0.01% 4972
2024
Q3 		$435K Buy
13,160
+9,027
+218% +$286K ﹤0.01% 4986
2024
Q2 		$128K Sell
4,133
-4,619
-53% -$140K ﹤0.01% 5389
2024
Q1 		$270K Sell
8,752
-10,261
-54% -$302K ﹤0.01% 5178
2023
Q4 		$548K Buy
19,013
+17,225
+963% +$468K ﹤0.01% 4730
2023
Q3 		$47.5K Buy
1,788
+190
+12% +$5.23K ﹤0.01% 5822
2023
Q2 		$43.8K Sell
1,598
-4,096
-72% -$109K ﹤0.01% 5748
2023
Q1 		$151K Buy
5,694
+717
+14% +$19.2K ﹤0.01% 5228
2022
Q4 		$128K Buy
+4,977
New +$133K ﹤0.01% 5248
2021
Q1 		– Sell
-1,695
Closed -$50K – 6364
2020
Q4 		$50K Buy
+1,695
New +$47.4K ﹤0.01% 5157
2020
Q3 		– Sell
-3
Closed – – 5788
2020
Q2 		$0 Buy
+3
New +$71 ﹤0.01% 5709
2020
Q1 		– Sell
-1,344
Closed -$38K – 5739
2019
Q4 		$38K Hold
1,344
– – ﹤0.01% 5202
2019
Q3 		$37K Buy
1,344
+1,338
+22,300% +$36.1K ﹤0.01% 5270
2019
Q2 		$0 Buy
+6
New +$161 ﹤0.01% 6022
2019
Q1 		– Sell
-2
Closed – – 6062
2018
Q4 		$0 Buy
+2
New +$51 ﹤0.01% 5952
2018
Q3 		– Sell
-4
Closed – – 5833
2018
Q2 		$0 Buy
+4
New +$108 ﹤0.01% 5703
2017
Q1 		– Sell
-2,044
Closed -$45K – 5240
2016
Q4 		$45K Buy
+2,044
New +$43.8K ﹤0.01% 4579

Other funds holding TY

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

JP Morgan Chase's TY Position: Q2 2026 in Review

JP Morgan Chase increased its TRI-Continental Corp (TY) stake by 1.9% in Q2 2026, buying an estimated $10.2K and bringing the position to 15,910 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #5017.

JP Morgan Chase first reported a position in TY in Q4 2016 and has held it in 23 quarters since. The position peaked at $572K in Q4 2024. 157 funds tracked by Wall St. Rank hold TY as of Q2 2026.

  • JP Morgan Chase held 15,910 shares of TRI-Continental Corp worth $557K as of Q2 2026.
  • JP Morgan Chase bought 299 TRI-Continental Corp shares in Q2 2026, an estimated $10.2K.
  • TRI-Continental Corp made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5017 holding.
  • JP Morgan Chase first reported a position in TRI-Continental Corp in Q4 2016 and has held it in 23 quarters since.
  • JP Morgan Chase's TRI-Continental Corp position peaked at $572K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.