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Triad Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Triad Wealth Partners’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 		$6.51M Buy
18,467
+1,469
+9% +$456K 0.38% 46
2026
Q1 		$5M Buy
16,998
+1,034
+6% +$314K 0.4% 56
2025
Q4 		$5.14M Buy
15,964
+5,626
+54% +$1.74M 0.49% 49
2025
Q3 		$3.26M Buy
10,338
+774
+8% +$230K 0.42% 52
2025
Q2 		$2.77M Buy
9,564
+1,734
+22% +$442K 0.56% 36
2025
Q1 		$1.92M Buy
7,830
+371
+5% +$94.6K 0.6% 37
2024
Q4 		$1.79M Buy
+7,459
New +$1.74M 0.65% 34
2024
Q3 		– Sell
-5,536
Closed -$1.12M – 495
2024
Q2 		$1.12M Buy
5,536
+1,684
+44% +$329K 0.59% 23
2024
Q1 		$772K Buy
+3,852
New +$695K 0.59% 22

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

Triad Wealth Partners's JPM Position: Q2 2026 in Review

Triad Wealth Partners increased its JPMorgan Chase (JPM) stake by 8.6% in Q2 2026, buying an estimated $456K and bringing the position to 18,467 shares worth $6.51M. The position accounts for 0.38% of the portfolio, ranked #46.

Triad Wealth Partners first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Triad Wealth Partners held 18,467 shares of JPMorgan Chase worth $6.51M as of Q2 2026.
  • Triad Wealth Partners bought 1,469 JPMorgan Chase shares in Q2 2026, an estimated $456K.
  • JPMorgan Chase made up 0.38% of Triad Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • Triad Wealth Partners first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.