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Triune Financial Partners’s JPMorgan Chase JPM Stock Holding History

Triune Financial Partners’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 		$416K Sell
1,415
-100
-7% -$30.3K 0.1% 30
2025
Q4 		$464K Sell
1,515
-64
-4% -$19.8K 0.11% 28
2025
Q3 		$498K Sell
1,579
-32
-2% -$9.52K 0.13% 23
2025
Q2 		$467K Sell
1,611
-374
-19% -$95.4K 0.13% 23
2025
Q1 		$487K Buy
1,985
+293
+17% +$74.7K 0.15% 20
2024
Q4 		$406K Buy
1,692
+3
+0.2% +$699 0.13% 19
2024
Q3 		$356K Buy
1,689
+3
+0.2% +$632 0.11% 21
2024
Q2 		$341K Sell
1,686
-1,398
-45% -$273K 0.12% 21
2024
Q1 		$618K Sell
3,084
-24
-0.8% -$4.33K 0.21% 14
2023
Q4 		$529K Buy
3,108
+66
+2% +$10K 0.2% 16
2023
Q3 		$441K Buy
3,042
+19
+0.6% +$2.85K 0.18% 18
2023
Q2 		$440K Buy
3,023
+1,282
+74% +$176K 0.18% 17
2023
Q1 		$227K Buy
1,741
+12
+0.7% +$1.64K 0.1% 24
2022
Q4 		$232K Buy
+1,729
New +$219K 0.11% 24
2022
Q2 		– Sell
-1,704
Closed -$232K – 25
2022
Q1 		$232K Buy
1,704
+11
+0.6% +$1.62K 0.12% 21
2021
Q4 		$268K Buy
+1,693
New +$278K 0.14% 19
2021
Q2 		$260K Buy
+1,673
New +$263K 0.21% 15

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Triune Financial Partners's JPM Position: Q1 2026 in Review

Triune Financial Partners reduced its JPMorgan Chase (JPM) stake by 6.6% in Q1 2026, selling an estimated $30.3K and leaving 1,415 shares worth $416K. The position accounts for 0.1% of the portfolio, ranked #30.

Triune Financial Partners first reported a position in JPM in Q2 2021 and has held it in 17 quarters since. The position peaked at $618K in Q1 2024. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Triune Financial Partners held 1,415 shares of JPMorgan Chase worth $416K as of Q1 2026.
  • Triune Financial Partners sold 100 JPMorgan Chase shares in Q1 2026, an estimated $30.3K.
  • JPMorgan Chase made up 0.1% of Triune Financial Partners's portfolio in Q1 2026, its #30 holding.
  • Triune Financial Partners first reported a position in JPMorgan Chase in Q2 2021 and has held it in 17 quarters since.
  • Triune Financial Partners's JPMorgan Chase position peaked at $618K in Q1 2024.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Triune Financial Partners's 13F filing for Q1 2026, filed 30 Apr 2026.