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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
Q2 		$458K Sell
1,400
-15
-1% -$4.66K 0.1% 28
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 $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 $3.38T AUM 44.17% 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

Triune Financial Partners's JPM Position: Q2 2026 in Review

Triune Financial Partners reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $4.66K and leaving 1,400 shares worth $458K. The position accounts for 0.1% of the portfolio, ranked #28.

Triune Financial Partners first reported a position in JPM in Q2 2021 and has held it in 18 quarters since. The position peaked at $618K in Q1 2024. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Triune Financial Partners held 1,400 shares of JPMorgan Chase worth $458K as of Q2 2026.
  • Triune Financial Partners sold 15 JPMorgan Chase shares in Q2 2026, an estimated $4.66K.
  • JPMorgan Chase made up 0.1% of Triune Financial Partners's portfolio in Q2 2026, its #28 holding.
  • Triune Financial Partners first reported a position in JPMorgan Chase in Q2 2021 and has held it in 18 quarters since.
  • Triune Financial Partners's JPMorgan Chase position peaked at $618K in Q1 2024.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Triune Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.