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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Triton Wealth Management's JPM Position: Q1 2026 in Review

Triton Wealth Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,382 shares worth $409K. The position accounts for 0.15% of the portfolio, ranked #75.

Triton Wealth Management first reported a position in JPM in Q2 2021 and has held it in 17 quarters since. The position peaked at $571K in Q4 2024. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Triton Wealth Management held 1,382 shares of JPMorgan Chase worth $409K as of Q1 2026.
Triton Wealth Management left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.15% of Triton Wealth Management's portfolio in Q1 2026, its #75 holding.
Triton Wealth Management first reported a position in JPMorgan Chase in Q2 2021 and has held it in 17 quarters since.
Triton Wealth Management's JPMorgan Chase position peaked at $571K in Q4 2024.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Triton Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.