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Trevian Wealth Management’s JPMorgan Chase JPM Stock Holding History

Trevian 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 		$541K Buy
1,653
+52
+3% +$16.1K 0.23% 31
2026
Q1 		$471K Buy
1,601
+5
+0.3% +$1.52K 0.23% 31
2025
Q4 		$514K Buy
1,596
+9
+0.6% +$2.79K 0.24% 37
2025
Q3 		$500K Buy
1,587
+129
+9% +$38.4K 0.27% 31
2025
Q2 		$423K Buy
1,458
+30
+2% +$7.66K 0.26% 28
2025
Q1 		$350K Sell
1,428
-83
-5% -$21.2K 0.25% 24
2024
Q4 		$362K Hold
1,511
– – 0.27% 24
2024
Q3 		$319K Hold
1,511
– – 0.26% 24
2024
Q2 		$306K Hold
1,511
– – 1.52% 12
2024
Q1 		$303K Buy
1,511
+9
+0.6% +$1.62K 0.21% 23
2023
Q4 		$255K Sell
1,502
-160
-10% -$24.2K 0.2% 27
2023
Q3 		$241K Buy
1,662
+20
+1% +$3K 0.22% 25
2023
Q2 		$239K Sell
1,642
-88
-5% -$12.1K 1.91% 11
2023
Q1 		$225K Sell
1,730
-12,388
-88% -$1.7M 0.21% 28
2022
Q4 		$1.89M Buy
14,118
+11,703
+485% +$1.48M 2.07% 7
2022
Q3 		$252K Buy
2,415
+112
+5% +$12.9K 0.28% 27
2022
Q2 		$259K Hold
2,303
– – 0.28% 26
2022
Q1 		$314K Hold
2,303
– – 0.3% 25
2021
Q4 		$364K Buy
+2,303
New +$378K 0.35% 24

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

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

Trevian Wealth Management increased its JPMorgan Chase (JPM) stake by 3.2% in Q2 2026, buying an estimated $16.1K and bringing the position to 1,653 shares worth $541K. The position accounts for 0.23% of the portfolio, ranked #31.

Trevian Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.89M in Q4 2022. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Trevian Wealth Management held 1,653 shares of JPMorgan Chase worth $541K as of Q2 2026.
  • Trevian Wealth Management bought 52 JPMorgan Chase shares in Q2 2026, an estimated $16.1K.
  • JPMorgan Chase made up 0.23% of Trevian Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Trevian Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Trevian Wealth Management's JPMorgan Chase position peaked at $1.89M in Q4 2022.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Trevian Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.