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Triangle Securities Wealth Management’s JPMorgan Chase JPM Stock Holding History

Triangle Securities 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 		$7.63M Sell
23,316
-175
-0.7% -$54.3K 1.52% 15
2026
Q1 		$6.91M Sell
23,491
-1,419
-6% -$431K 1.57% 14
2025
Q4 		$8.03M Sell
24,910
-912
-4% -$282K 1.69% 12
2025
Q3 		$8.15M Buy
25,822
+3,191
+14% +$949K 1.84% 11
2025
Q2 		$6.56M Sell
22,631
-3,709
-14% -$946K 1.61% 15
2025
Q1 		$6.46M Sell
26,340
-638
-2% -$163K 1.66% 15
2024
Q4 		$6.47M Sell
26,978
-807
-3% -$188K 1.66% 15
2024
Q3 		$5.86M Sell
27,785
-458
-2% -$96.5K 1.51% 16
2024
Q2 		$5.71M Sell
28,243
-639
-2% -$125K 1.61% 15
2024
Q1 		$5.79M Sell
28,882
-457
-2% -$82.5K 1.65% 15
2023
Q4 		$4.99M Buy
29,339
+81
+0.3% +$12.3K 1.55% 15
2023
Q3 		$4.24M Sell
29,258
-76
-0.3% -$11.4K 1.51% 17
2023
Q2 		$4.27M Sell
29,334
-384
-1% -$52.8K 1.47% 16
2023
Q1 		$3.87M Sell
29,718
-679
-2% -$93K 1.38% 16
2022
Q4 		$4.08M Sell
30,397
-477
-2% -$60.4K 1.49% 15
2022
Q3 		$3.23M Sell
30,874
-548
-2% -$62.9K 1.32% 18
2022
Q2 		$3.54M Buy
31,422
+870
+3% +$108K 1.38% 14
2022
Q1 		$4.17M Sell
30,552
-1,220
-4% -$180K 1.39% 15
2021
Q4 		$5.03M Sell
31,772
-255
-0.8% -$41.9K 1.57% 13
2021
Q3 		$5.24M Sell
32,027
-355
-1% -$55.7K 1.78% 10
2021
Q2 		$5.04M Sell
32,382
-706
-2% -$111K 1.7% 11
2021
Q1 		$5.04M Sell
33,088
-610
-2% -$87.8K 1.82% 10
2020
Q4 		$4.28M Sell
33,698
-269
-0.8% -$30.1K 1.7% 10
2020
Q3 		$3.27M Buy
33,967
+271
+0.8% +$26.6K 1.48% 10
2020
Q2 		$3.17M Buy
33,696
+666
+2% +$63.2K 1.52% 12
2020
Q1 		$2.97M Buy
33,030
+2,168
+7% +$263K 1.71% 10
2019
Q4 		$4.3M Sell
30,862
-319
-1% -$40.9K 1.86% 8
2019
Q3 		$3.67M Sell
31,181
-434
-1% -$49.1K 1.79% 9
2019
Q2 		$3.57M Sell
31,615
-727
-2% -$80.2K 1.81% 11
2019
Q1 		$3.27M Sell
32,342
-1,002
-3% -$103K 1.72% 11
2018
Q4 		$3.25M Buy
33,344
+1,590
+5% +$169K 1.92% 8
2018
Q3 		$3.58M Sell
31,754
-300
-0.9% -$34.1K 1.9% 8
2018
Q2 		$3.34M Sell
32,054
-548
-2% -$60.1K 1.87% 8
2018
Q1 		$3.58M Sell
32,602
-1,510
-4% -$171K 2.06% 6
2017
Q4 		$3.65M Sell
34,112
-24
-0.1% -$2.43K 2.08% 7
2017
Q3 		$3.26M Sell
34,136
-112
-0.3% -$10.3K 1.94% 8
2017
Q2 		$3.13M Sell
34,248
-690
-2% -$59.5K 2.07% 8
2017
Q1 		$3.07M Sell
34,938
-1,496
-4% -$132K 1.96% 11
2016
Q4 		$3.14M Sell
36,434
-1,904
-5% -$145K 2.1% 8
2016
Q3 		$2.55M Sell
38,338
-664
-2% -$43.3K 1.77% 13
2016
Q2 		$2.42M Sell
39,002
-5,916
-13% -$370K 1.81% 15
2016
Q1 		$2.66M Buy
44,918
+2,261
+5% +$132K 1.74% 16
2015
Q4 		$2.82M Buy
42,657
+1
+0% +$65 1.89% 12
2015
Q3 		$2.6M Sell
42,656
-12
-0% -$786 1.97% 11
2015
Q2 		$2.89M Sell
42,668
-50
-0.1% -$3.26K 2.04% 11
2015
Q1 		$2.59M Buy
42,718
+40
+0.1% +$2.37K 1.79% 12
2014
Q4 		$2.67M Buy
42,678
+305
+0.7% +$18.4K 1.9% 12
2014
Q3 		$2.55M Hold
42,373
– – 1.96% 11
2014
Q2 		$2.44M Buy
42,373
+1,290
+3% +$72.5K 1.87% 12
2014
Q1 		$1.95M Buy
41,083
+180
+0.4% +$10.4K 1.75% 15
2013
Q4 		$2.39M Buy
40,903
+68
+0.2% +$3.73K 1.94% 12
2013
Q3 		$2.11M Sell
40,835
-3,298
-7% -$177K 1.84% 13
2013
Q2 		$2.33M Buy
+44,133
New +$2.24M 1.72% 11

Other funds holding JPM

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return