Triton Wealth Management’s JPMorgan Chase JPM Stock Holding History

Triton 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	$450K	Sell	1,362 -20	-1%	-$6.21K	0.14%	80
2026 Q1	$409K	Hold	1,382	–	–	0.15%	75
2025 Q4	$428K	Hold	1,382	–	–	0.16%	75
2025 Q3	$431K	Buy	1,382 +10	+0.7%	+$2.97K	0.16%	69
2025 Q2	$407K	Buy	+1,372	New	+$350K	0.17%	73
2024 Q4	$571K	Buy	2,314 +249	+12%	+$58K	0.29%	37
2024 Q3	$428K	Hold	2,065	–	–	0.24%	43
2024 Q2	$434K	Buy	2,065 +1,018	+97%	+$199K	0.25%	44
2024 Q1	$200K	Buy	+1,047	New	+$189K	0.14%	71
2023 Q3	–	Sell	-1,518	Closed	-$236K	–	81
2023 Q2	$236K	Hold	1,518	–	–	0.13%	71
2023 Q1	$213K	Sell	1,518 -32	-2%	-$4.38K	0.13%	73
2022 Q4	$215K	Sell	1,550 -389	-20%	-$49.3K	0.13%	72
2022 Q3	$218K	Hold	1,939	–	–	0.13%	68
2022 Q2	$219K	Buy	1,939 +26	+1%	+$3.22K	0.15%	75
2022 Q1	$286K	Hold	1,913	–	–	0.15%	71
2021 Q4	$286K	Buy	1,913 +31	+2%	+$5.09K	0.15%	71
2021 Q3	$314K	Sell	1,882 -5	-0.3%	-$784	0.15%	75
2021 Q2	$302K	Buy	+1,887	New	+$296K	0.17%	82

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

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

Triton Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $6.21K and leaving 1,362 shares worth $450K. The position accounts for 0.14% of the portfolio, ranked #80.

Triton Wealth Management first reported a position in JPM in Q2 2021 and has held it in 18 quarters since. The position peaked at $571K in Q4 2024. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Triton Wealth Management held 1,362 shares of JPMorgan Chase worth $450K as of Q2 2026.
Triton Wealth Management sold 20 JPMorgan Chase shares in Q2 2026, an estimated $6.21K.
JPMorgan Chase made up 0.14% of Triton Wealth Management's portfolio in Q2 2026, its #80 holding.
Triton Wealth Management first reported a position in JPMorgan Chase in Q2 2021 and has held it in 18 quarters since.
Triton Wealth Management's JPMorgan Chase position peaked at $571K in Q4 2024.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.