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Triumph Capital Management’s JPMorgan Chase JPM Stock Holding History

Triumph Capital 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 		$5.02M Sell
15,336
-1,537
-9% -$477K 0.91% 25
2026
Q1 		$4.96M Buy
16,873
+1,978
+13% +$600K 1.01% 24
2025
Q4 		$4.8M Buy
14,895
+13,446
+928% +$4.16M 1.04% 23
2025
Q3 		$457K Buy
1,449
+26
+2% +$7.73K 0.12% 179
2025
Q2 		$413K Sell
1,423
-370
-21% -$94.4K 0.12% 187
2025
Q1 		$440K Buy
1,793
+42
+2% +$10.7K 0.15% 168
2024
Q4 		$420K Buy
1,751
+46
+3% +$10.7K 0.14% 174
2024
Q3 		$360K Sell
1,705
-343
-17% -$72.2K 0.13% 179
2024
Q2 		$414K Sell
2,048
-19
-0.9% -$3.71K 0.16% 146
2024
Q1 		$411K Sell
2,067
-1,627
-44% -$294K 0.17% 132
2023
Q4 		$628K Sell
3,694
-314
-8% -$47.6K 0.27% 83
2023
Q3 		$581K Sell
4,008
-728
-15% -$109K 0.26% 89
2023
Q2 		$689K Sell
4,736
-761
-14% -$105K 0.31% 67
2023
Q1 		$716K Buy
5,497
+1,142
+26% +$156K 0.37% 51
2022
Q4 		$584K Sell
4,355
-1,031
-19% -$131K 0.31% 71
2022
Q3 		$563K Sell
5,386
-2,288
-30% -$263K 0.31% 76
2022
Q2 		$864K Buy
7,674
+477
+7% +$59.1K 0.46% 50
2022
Q1 		$981K Buy
7,197
+674
+10% +$99.5K 0.42% 56
2021
Q4 		$1.03M Buy
6,523
+2,242
+52% +$368K 0.45% 53
2021
Q3 		$701K Buy
4,281
+47
+1% +$7.37K 0.33% 77
2021
Q2 		$657K Buy
+4,234
New +$665K 0.38% 62

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Triumph Capital Management's JPM Position: Q2 2026 in Review

Triumph Capital Management reduced its JPMorgan Chase (JPM) stake by 9.1% in Q2 2026, selling an estimated $477K and leaving 15,336 shares worth $5.02M. The position accounts for 0.91% of the portfolio, ranked #25.

Triumph Capital Management first reported a position in JPM in Q2 2021 and has held it in 21 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Triumph Capital Management held 15,336 shares of JPMorgan Chase worth $5.02M as of Q2 2026.
  • Triumph Capital Management sold 1,537 JPMorgan Chase shares in Q2 2026, an estimated $477K.
  • JPMorgan Chase made up 0.91% of Triumph Capital Management's portfolio in Q2 2026, its #25 holding.
  • Triumph Capital Management first reported a position in JPMorgan Chase in Q2 2021 and has held it in 21 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.