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TritonPoint Wealth’s JPMorgan Chase JPM Stock Holding History

TritonPoint Wealth’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 		$26.7M Sell
81,693
-2,023
-2% -$628K 2.63% 7
2026
Q1 		$24.6M Sell
83,716
-2,014
-2% -$611K 2.64% 6
2025
Q4 		$27.6M Sell
85,730
-8,515
-9% -$2.64M 2.8% 7
2025
Q3 		$29.7M Sell
94,245
-1,727
-2% -$514K 2.55% 7
2025
Q2 		$27.8M Sell
95,972
-1,954
-2% -$499K 2.57% 5
2025
Q1 		$24M Sell
97,926
-49
-0.1% -$12.5K 2.29% 5
2024
Q4 		$23.5M Sell
97,975
-2,628
-3% -$612K 2.13% 7
2024
Q3 		$21.2M Buy
100,603
+3,973
+4% +$837K 1.94% 9
2024
Q2 		$19.5M Sell
96,630
-342
-0.4% -$66.9K 1.88% 10
2024
Q1 		$15.8M Sell
96,972
-3,670
-4% -$662K 1.65% 10
2023
Q4 		$17.1M Buy
+100,642
New +$15.3M 1.67% 10

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TritonPoint Wealth's JPM Position: Q2 2026 in Review

TritonPoint Wealth reduced its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, selling an estimated $628K and leaving 81,693 shares worth $26.7M. The position accounts for 2.63% of the portfolio, ranked #7.

TritonPoint Wealth first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.7M in Q3 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • TritonPoint Wealth held 81,693 shares of JPMorgan Chase worth $26.7M as of Q2 2026.
  • TritonPoint Wealth sold 2,023 JPMorgan Chase shares in Q2 2026, an estimated $628K.
  • JPMorgan Chase made up 2.63% of TritonPoint Wealth's portfolio in Q2 2026, its #7 holding.
  • TritonPoint Wealth first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's JPMorgan Chase position peaked at $29.7M in Q3 2025.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.