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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Triad Wealth Partners's JPM Position: Q1 2026 in Review

Triad Wealth Partners increased its JPMorgan Chase (JPM) stake by 6.5% in Q1 2026, buying an estimated $314K and bringing the position to 16,998 shares worth $5M. The position accounts for 0.4% of the portfolio, ranked #56.

Triad Wealth Partners first reported a position in JPM in Q1 2024 and has held it in 8 quarters since. The position peaked at $5.14M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Triad Wealth Partners held 16,998 shares of JPMorgan Chase worth $5M as of Q1 2026.
Triad Wealth Partners bought 1,034 JPMorgan Chase shares in Q1 2026, an estimated $314K.
JPMorgan Chase made up 0.4% of Triad Wealth Partners's portfolio in Q1 2026, its #56 holding.
Triad Wealth Partners first reported a position in JPMorgan Chase in Q1 2024 and has held it in 8 quarters since.
Triad Wealth Partners's JPMorgan Chase position peaked at $5.14M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.