Trinity Wealth Management
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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
Q3 		$253K Buy
765
+33
+5% +$11.5K 0.08% 80
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Trinity Wealth Management's JPM Position: Q3 2026 in Review

Trinity Wealth Management increased its JPMorgan Chase (JPM) stake by 4.5% in Q3 2026, buying an estimated $11.5K and bringing the position to 765 shares worth $253K. The position accounts for 0.08% of the portfolio, ranked #80.

Trinity Wealth Management first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 2,292 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Trinity Wealth Management held 765 shares of JPMorgan Chase worth $253K as of Q3 2026.
  • Trinity Wealth Management bought 33 JPMorgan Chase shares in Q3 2026, an estimated $11.5K.
  • JPMorgan Chase made up 0.08% of Trinity Wealth Management's portfolio in Q3 2026, its #80 holding.
  • Trinity Wealth Management first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • 2,292 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.