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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
Q2 		$7.64M Sell
22,274
-763
-3% -$237K 1.53% 21
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Trinity Legacy Partners's JPM Position: Q2 2026 in Review

Trinity Legacy Partners reduced its JPMorgan Chase (JPM) stake by 3.3% in Q2 2026, selling an estimated $237K and leaving 22,274 shares worth $7.64M. The position accounts for 1.53% of the portfolio, ranked #21.

Trinity Legacy Partners first reported a position in JPM in Q4 2018 and has held it in 27 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Trinity Legacy Partners held 22,274 shares of JPMorgan Chase worth $7.64M as of Q2 2026.
  • Trinity Legacy Partners sold 763 JPMorgan Chase shares in Q2 2026, an estimated $237K.
  • JPMorgan Chase made up 1.53% of Trinity Legacy Partners's portfolio in Q2 2026, its #21 holding.
  • Trinity Legacy Partners first reported a position in JPMorgan Chase in Q4 2018 and has held it in 27 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.