Triad Wealth Partners
JPM icon

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
Q3 		$5.85M Sell
17,691
-776
-4% -$271K 0.32% 50
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Triad Wealth Partners's JPM Position: Q3 2026 in Review

Triad Wealth Partners reduced its JPMorgan Chase (JPM) stake by 4.2% in Q3 2026, selling an estimated $271K and leaving 17,691 shares worth $5.85M. The position accounts for 0.32% of the portfolio, ranked #50.

Triad Wealth Partners first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.51M in Q2 2026. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Triad Wealth Partners held 17,691 shares of JPMorgan Chase worth $5.85M as of Q3 2026.
  • Triad Wealth Partners sold 776 JPMorgan Chase shares in Q3 2026, an estimated $271K.
  • JPMorgan Chase made up 0.32% of Triad Wealth Partners's portfolio in Q3 2026, its #50 holding.
  • Triad Wealth Partners first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • Triad Wealth Partners's JPMorgan Chase position peaked at $6.51M in Q2 2026.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.