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TRB Wealth Management’s JPMorgan Chase JPM Stock Holding History

TRB Wealth Management’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 		$3.64M Sell
11,124
-1,278
-10% -$397K 0.48% 37
2026
Q1 		$3.65M Buy
+12,402
New +$3.76M 0.52% 37

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TRB Wealth Management's JPM Position: Q2 2026 in Review

TRB Wealth Management reduced its JPMorgan Chase (JPM) stake by 10% in Q2 2026, selling an estimated $397K and leaving 11,124 shares worth $3.64M. The position accounts for 0.48% of the portfolio, ranked #37.

TRB Wealth Management first reported a position in JPM in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.65M in Q1 2026. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • TRB Wealth Management held 11,124 shares of JPMorgan Chase worth $3.64M as of Q2 2026.
  • TRB Wealth Management sold 1,278 JPMorgan Chase shares in Q2 2026, an estimated $397K.
  • JPMorgan Chase made up 0.48% of TRB Wealth Management's portfolio in Q2 2026, its #37 holding.
  • TRB Wealth Management first reported a position in JPMorgan Chase in Q1 2026 and has held it in 2 quarters since.
  • TRB Wealth Management's JPMorgan Chase position peaked at $3.65M in Q1 2026.
  • 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.