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Trinity Wealth Management’s JPMorgan Chase JPM Stock Holding History

Trinity Wealth Management’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 		$240K Buy
+732
New +$227K 0.08% 70
2026
Q1 		– Sell
-652
Closed -$210K – 73
2025
Q4 		$210K Buy
652
+4
+0.6% +$1.24K 0.08% 66
2025
Q3 		$204K Buy
+648
New +$193K 0.08% 64

Other funds holding JPM

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Trinity Wealth Management's JPM Position: Q2 2026 in Review

Trinity Wealth Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 732 shares worth $240K. The stake represents 0.08% of the portfolio and ranks #70 among its holdings. This is a return to the name: Trinity Wealth Management previously reported a position in JPM as recently as Q4 2025.

Trinity Wealth Management first reported a position in JPM in Q3 2025 and has held it in 3 quarters since. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Trinity Wealth Management held 732 shares of JPMorgan Chase worth $240K as of Q2 2026.
  • JPMorgan Chase was a new Trinity Wealth Management position in Q2 2026.
  • JPMorgan Chase made up 0.08% of Trinity Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Trinity Wealth Management first reported a position in JPMorgan Chase in Q3 2025 and has held it in 3 quarters since.
  • 2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.