TriaGen Wealth Management’s JPMorgan Chase JPM Stock Holding History

TriaGen 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	$458K	Buy	+1,400	New	+$435K	0.11%	132

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

TriaGen Wealth Management increased its JPMorgan Chase (JPM) stake by 87% in Q2 2026, buying an estimated $2.18M and bringing the position to 15,119 shares worth $4.95M. The position accounts for 1.24% of the portfolio, ranked #14.

TriaGen Wealth Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

TriaGen Wealth Management held 15,119 shares of JPMorgan Chase worth $4.95M as of Q2 2026.
TriaGen Wealth Management bought 7,032 JPMorgan Chase shares in Q2 2026, an estimated $2.18M.
JPMorgan Chase made up 1.24% of TriaGen Wealth Management's portfolio in Q2 2026, its #14 holding.
TriaGen Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.