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Trinity Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Trinity Financial 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 		$6.56M Sell
20,050
-145
-0.7% -$45K 1.69% 18
2026
Q1 		$5.94M Sell
20,195
-94
-0.5% -$28.5K 1.69% 19
2025
Q4 		$6.54M Buy
20,289
+397
+2% +$123K 1.83% 16
2025
Q3 		$6.27M Sell
19,892
-378
-2% -$112K 1.81% 16
2025
Q2 		$5.88M Sell
20,270
-22
-0.1% -$5.61K 1.8% 17
2025
Q1 		$4.64M Buy
20,292
+1,051
+5% +$268K 1.67% 18
2024
Q4 		$4.62M Sell
19,241
-183
-0.9% -$42.6K 1.75% 18
2024
Q3 		$2.83M Buy
19,424
+869
+5% +$183K 1.27% 17
2024
Q2 		$3.75M Sell
18,555
-428
-2% -$83.7K 1.68% 14
2024
Q1 		$3.8M Sell
18,983
-3,089
-14% -$557K 1.71% 15
2023
Q4 		$3.75M Sell
22,072
-393
-2% -$59.6K 1.83% 15
2023
Q3 		$3.26M Buy
22,465
+1,272
+6% +$191K 1.73% 14
2023
Q2 		$3.08M Buy
21,193
+2,350
+12% +$323K 1.65% 13
2023
Q1 		$2.46M Sell
18,843
-1,385
-7% -$190K 1.5% 13
2022
Q4 		$2.71M Buy
20,228
+2,559
+14% +$324K 1.78% 11
2022
Q3 		$1.85M Buy
17,669
+5,231
+42% +$600K 1.34% 14
2022
Q2 		$1.4M Buy
12,438
+1,777
+17% +$220K 1.03% 18
2022
Q1 		$1.45M Buy
10,661
+5
+0% +$738 0.91% 17
2021
Q4 		$1.69M Sell
10,656
-565
-5% -$92.8K 1% 15
2021
Q3 		$1.84M Sell
11,221
-1,848
-14% -$290K 1.23% 11
2021
Q2 		$2.03M Sell
13,069
-13,167
-50% -$2.07M 1.42% 11
2021
Q1 		$3.99M Buy
26,236
+1,765
+7% +$254K 3.09% 8
2020
Q4 		$3.13M Buy
+24,471
New +$2.74M 2.84% 11

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Trinity Financial Advisors's JPM Position: Q2 2026 in Review

Trinity Financial Advisors reduced its JPMorgan Chase (JPM) stake by 0.72% in Q2 2026, selling an estimated $45K and leaving 20,050 shares worth $6.56M. The position accounts for 1.69% of the portfolio, ranked #18.

Trinity Financial Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Trinity Financial Advisors held 20,050 shares of JPMorgan Chase worth $6.56M as of Q2 2026.
  • Trinity Financial Advisors sold 145 JPMorgan Chase shares in Q2 2026, an estimated $45K.
  • JPMorgan Chase made up 1.69% of Trinity Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Trinity Financial Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.