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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
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% +$8.63K 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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Trilogy Capital's JPM Position: Q2 2026 in Review

Trilogy Capital reduced its JPMorgan Chase (JPM) stake by 6.6% in Q2 2026, selling an estimated $154K and leaving 7,052 shares worth $2.31M. The position accounts for 0.09% of the portfolio, ranked #152.

Trilogy Capital first reported a position in JPM in Q1 2018 and has held it in 18 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Trilogy Capital held 7,052 shares of JPMorgan Chase worth $2.31M as of Q2 2026.
  • Trilogy Capital sold 497 JPMorgan Chase shares in Q2 2026, an estimated $154K.
  • JPMorgan Chase made up 0.09% of Trilogy Capital's portfolio in Q2 2026, its #152 holding.
  • Trilogy Capital first reported a position in JPMorgan Chase in Q1 2018 and has held it in 18 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.