TPM
JPM icon

Triasima Portfolio Management’s JPMorgan Chase JPM Stock Holding History

Triasima Portfolio 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 		$5.7M Sell
17,419
-3,342
-16% -$1.04M 0.77% 52
2026
Q1 		$6.11M Sell
20,761
-10,954
-35% -$3.32M 0.92% 39
2025
Q4 		$10.2M Buy
31,715
+3,223
+11% +$998K 1.53% 21
2025
Q3 		$8.99M Buy
28,492
+1,338
+5% +$398K 1.36% 18
2025
Q2 		$7.87M Buy
27,154
+3,796
+16% +$969K 1.44% 22
2025
Q1 		$5.73M Buy
23,358
+294
+1% +$75K 1.13% 26
2024
Q4 		$5.53M Buy
23,064
+776
+3% +$181K 1.07% 27
2024
Q3 		$4.7M Buy
22,288
+1,511
+7% +$318K 1.06% 31
2024
Q2 		$4.2M Buy
20,777
+300
+1% +$58.6K 0.38% 48
2024
Q1 		$4.1M Sell
20,477
-2,821
-12% -$509K 0.34% 58
2023
Q4 		$3.96M Sell
23,298
-1,110
-5% -$168K 0.33% 55
2023
Q3 		$3.54M Hold
24,408
– – 0.32% 58
2023
Q2 		$4.7M Sell
24,408
-637
-3% -$87.6K 0.3% 56
2023
Q1 		$3.26M Buy
25,045
+3,305
+15% +$453K 0.27% 60
2022
Q4 		$2.92M Sell
21,740
-3,410
-14% -$432K 0.22% 61
2022
Q3 		$2.63M Hold
25,150
– – 0.21% 67
2022
Q2 		$2.83M Sell
25,150
-1,980
-7% -$245K 0.2% 60
2022
Q1 		$3.7M Sell
27,130
-3,345
-11% -$494K 0.18% 62
2021
Q4 		$4.83M Buy
30,475
+330
+1% +$54.2K 0.23% 51
2021
Q3 		$4.93M Buy
30,145
+245
+0.8% +$38.4K 0.26% 45
2021
Q2 		$4.65M Buy
29,900
+7,400
+33% +$1.16M 0.23% 49
2021
Q1 		$3.42M Buy
22,500
+8,190
+57% +$1.18M 0.17% 63
2020
Q4 		$1.82M Buy
+14,310
New +$1.6M 0.1% 82

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

Triasima Portfolio Management's JPM Position: Q2 2026 in Review

Triasima Portfolio Management reduced its JPMorgan Chase (JPM) stake by 16% in Q2 2026, selling an estimated $1.04M and leaving 17,419 shares worth $5.7M. The position accounts for 0.77% of the portfolio, ranked #52.

Triasima Portfolio Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.2M in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Triasima Portfolio Management held 17,419 shares of JPMorgan Chase worth $5.7M as of Q2 2026.
  • Triasima Portfolio Management sold 3,342 JPMorgan Chase shares in Q2 2026, an estimated $1.04M.
  • JPMorgan Chase made up 0.77% of Triasima Portfolio Management's portfolio in Q2 2026, its #52 holding.
  • Triasima Portfolio Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Triasima Portfolio Management's JPMorgan Chase position peaked at $10.2M in Q4 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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