Trilogy Capital
JPM icon

Trilogy Capital’s JPMorgan Chase JPM Stock Holding History

Trilogy Capital’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
Q3 		$2.71M Buy
8,180
+1,128
+16% +$395K 0.1% 144
2026
Q2 		$2.31M Sell
7,052
-497
-7% -$154K 0.09% 152
2026
Q1 		$2.22M Buy
7,549
+427
+6% +$130K 0.1% 140
2025
Q4 		$2.29M Sell
7,122
-64
-0.9% -$19.8K 0.1% 139
2025
Q3 		$2.27M Buy
7,186
+29
+0.4% +$8.62K 0.1% 138
2025
Q2 		$2.07M Sell
7,157
-267
-4% -$68.1K 0.1% 145
2025
Q1 		$1.82M Sell
7,424
-287
-4% -$73.2K 0.1% 140
2024
Q4 		$1.85M Buy
7,711
+147
+2% +$34.2K 0.1% 150
2024
Q3 		$1.6M Buy
7,564
+68
+0.9% +$14.3K 0.08% 149
2024
Q2 		$1.52M Buy
7,496
+4,722
+170% +$923K 0.08% 146
2024
Q1 		$556K Sell
2,774
-13
-0.5% -$2.35K 0.03% 186
2023
Q4 		$474K Sell
2,787
-77
-3% -$11.7K 0.03% 177
2023
Q3 		$415K Sell
2,864
-853
-23% -$128K 0.03% 176
2023
Q2 		$576K Buy
3,717
+735
+25% +$101K 0.04% 167
2023
Q1 		$389K Sell
2,982
-22
-0.7% -$3.01K 0.03% 171
2022
Q4 		$403K Buy
+3,004
New +$381K 0.03% 171
2018
Q4 		– Sell
-360
Closed -$41K – 365
2018
Q3 		$41K Hold
360
– – 0.01% 210
2018
Q2 		$38K Buy
360
+75
+26% +$8.23K 0.01% 200
2018
Q1 		$31K Buy
+285
New +$32.3K ﹤0.01% 197

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Trilogy Capital's JPM Position: Q3 2026 in Review

Trilogy Capital increased its JPMorgan Chase (JPM) stake by 16% in Q3 2026, buying an estimated $395K and bringing the position to 8,180 shares worth $2.71M. The position accounts for 0.1% of the portfolio, ranked #144.

Trilogy Capital first reported a position in JPM in Q1 2018 and has held it in 19 quarters since. 1,764 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Trilogy Capital held 8,180 shares of JPMorgan Chase worth $2.71M as of Q3 2026.
  • Trilogy Capital bought 1,128 JPMorgan Chase shares in Q3 2026, an estimated $395K.
  • JPMorgan Chase made up 0.1% of Trilogy Capital's portfolio in Q3 2026, its #144 holding.
  • Trilogy Capital first reported a position in JPMorgan Chase in Q1 2018 and has held it in 19 quarters since.
  • 1,764 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.