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
2021 Q2	–	Sell	-400	Closed	-$1K	–	125
2021 Q1	$1K	Buy	+400	New	+$57.5K	﹤0.01%	105

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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.