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Trinity Legacy Partners’s JPMorgan Chase JPM Stock Holding History

Trinity Legacy Partners’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
Q1 		$7.17M Buy
23,037
+1,245
+6% +$378K 1.55% 21
2025
Q4 		$7.02M Buy
21,792
+159
+0.7% +$49.2K 1.61% 19
2025
Q3 		$6.73M Buy
21,633
+239
+1% +$71.1K 1.55% 20
2025
Q2 		$6.11M Buy
21,394
+131
+0.6% +$33.4K 1.49% 22
2025
Q1 		$5.59M Sell
21,263
-3,670
-15% -$936K 1.41% 23
2024
Q4 		$5.98M Buy
24,933
+458
+2% +$107K 1.54% 25
2024
Q3 		$5.42M Sell
24,475
-848
-3% -$179K 1.39% 28
2024
Q2 		$5.12M Buy
25,323
+1,222
+5% +$239K 1.46% 23
2024
Q1 		$4.83M Buy
24,101
+723
+3% +$130K 1.41% 26
2023
Q4 		$3.98M Buy
23,378
+452
+2% +$68.5K 1.25% 30
2023
Q3 		$3.32M Buy
22,926
+18,163
+381% +$2.72M 1.15% 33
2023
Q2 		$693K Sell
4,763
-190
-4% -$26.1K 0.24% 53
2023
Q1 		$645K Sell
4,953
-1,061
-18% -$145K 0.24% 53
2022
Q4 		$806K Sell
6,014
-215
-3% -$27.2K 0.32% 47
2022
Q3 		$651K Sell
6,229
-490
-7% -$56.2K 0.28% 51
2022
Q2 		$758K Sell
6,719
-32,335
-83% -$4.01M 0.29% 54
2022
Q1 		$5.32M Buy
39,054
+21,099
+118% +$3.11M 1.8% 23
2021
Q4 		$2.84M Buy
17,955
+1,522
+9% +$250K 0.96% 33
2021
Q3 		$2.69M Buy
16,433
+817
+5% +$128K 0.97% 34
2021
Q2 		$2.43M Buy
15,616
+10,327
+195% +$1.62M 0.89% 34
2021
Q1 		$811K Buy
5,289
+637
+14% +$91.6K 0.32% 44
2020
Q4 		$591K Sell
4,652
-1,000
-18% -$112K 0.27% 48
2020
Q3 		$570K Sell
5,652
-577
-9% -$56.7K 0.28% 45
2020
Q2 		$592K Buy
+6,229
New +$591K 0.3% 42
2019
Q2 		– Sell
-30,821
Closed -$3.12M – 70
2019
Q1 		$3.12M Buy
30,821
+6,532
+27% +$673K 2.05% 15
2018
Q4 		$2.37M Buy
+24,289
New +$2.59M 2.3% 15

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Trinity Legacy Partners's JPM Position: Q1 2026 in Review

Trinity Legacy Partners increased its JPMorgan Chase (JPM) stake by 5.7% in Q1 2026, buying an estimated $378K and bringing the position to 23,037 shares worth $7.17M. The position accounts for 1.55% of the portfolio, ranked #21.

Trinity Legacy Partners first reported a position in JPM in Q4 2018 and has held it in 26 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Trinity Legacy Partners held 23,037 shares of JPMorgan Chase worth $7.17M as of Q1 2026.
  • Trinity Legacy Partners bought 1,245 JPMorgan Chase shares in Q1 2026, an estimated $378K.
  • JPMorgan Chase made up 1.55% of Trinity Legacy Partners's portfolio in Q1 2026, its #21 holding.
  • Trinity Legacy Partners first reported a position in JPMorgan Chase in Q4 2018 and has held it in 26 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Trinity Legacy Partners's 13F filing for Q1 2026, filed 16 Apr 2026.