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Trifecta Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Trifecta Capital Advisors’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 		$9.31M Buy
28,433
+110
+0.4% +$34.2K 1.2% 27
2026
Q1 		$8.33M Buy
28,323
+266
+0.9% +$80.7K 1.29% 25
2025
Q4 		$9.04M Buy
28,057
+756
+3% +$234K 1.34% 25
2025
Q3 		$8.61M Buy
27,301
+1,177
+5% +$350K 1.31% 26
2025
Q2 		$7.57M Buy
26,124
+2,227
+9% +$568K 1.26% 26
2025
Q1 		$5.86M Buy
23,897
+405
+2% +$103K 1.23% 31
2024
Q4 		$5.63M Buy
23,492
+154
+0.7% +$35.9K 1.11% 28
2024
Q3 		$4.92M Buy
23,338
+137
+0.6% +$28.9K 1.03% 33
2024
Q2 		$4.69M Buy
23,201
+565
+2% +$110K 1.04% 32
2024
Q1 		$4.53M Buy
22,636
+472
+2% +$85.2K 1.1% 27
2023
Q4 		$3.77M Buy
22,164
+237
+1% +$35.9K 1.04% 28
2023
Q3 		$3.18M Buy
21,927
+1,368
+7% +$205K 1.02% 29
2023
Q2 		$2.99M Buy
20,559
+135
+0.7% +$18.6K 0.96% 29
2023
Q1 		$2.66M Buy
20,424
+982
+5% +$135K 0.94% 32
2022
Q4 		$2.61M Buy
+19,442
New +$2.46M 1.04% 26

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Trifecta Capital Advisors's JPM Position: Q2 2026 in Review

Trifecta Capital Advisors increased its JPMorgan Chase (JPM) stake by 0.39% in Q2 2026, buying an estimated $34.2K and bringing the position to 28,433 shares worth $9.31M. The position accounts for 1.2% of the portfolio, ranked #27.

Trifecta Capital Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Trifecta Capital Advisors held 28,433 shares of JPMorgan Chase worth $9.31M as of Q2 2026.
  • Trifecta Capital Advisors bought 110 JPMorgan Chase shares in Q2 2026, an estimated $34.2K.
  • JPMorgan Chase made up 1.2% of Trifecta Capital Advisors's portfolio in Q2 2026, its #27 holding.
  • Trifecta Capital Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.