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Trivant Custom Portfolio Group’s JPMorgan Chase JPM Stock Holding History

Trivant Custom Portfolio Group’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 		$5.08M Sell
15,534
-35
-0.2% -$10.9K 2.71% 9
2026
Q1 		$4.58M Sell
15,569
-103
-0.7% -$31.3K 2.51% 12
2025
Q4 		$5.05M Sell
15,672
-145
-0.9% -$44.9K 2.91% 9
2025
Q3 		$4.99M Sell
15,817
-113
-0.7% -$33.6K 2.56% 10
2025
Q2 		$4.62M Sell
15,930
-116
-0.7% -$29.6K 2.54% 12
2025
Q1 		$3.94M Sell
16,046
-153
-0.9% -$39K 2.26% 13
2024
Q4 		$3.88M Sell
16,199
-287
-2% -$66.8K 2.27% 14
2024
Q3 		$3.48M Sell
16,486
-44
-0.3% -$9.27K 2.01% 20
2024
Q2 		$3.34M Sell
16,530
-327
-2% -$63.9K 2.05% 19
2024
Q1 		$3.38M Sell
16,857
-631
-4% -$114K 2.15% 16
2023
Q4 		$2.97M Sell
17,488
-482
-3% -$73K 1.98% 19
2023
Q3 		$2.61M Buy
+17,970
New +$2.69M 1.92% 20

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

Trivant Custom Portfolio Group's JPM Position: Q2 2026 in Review

Trivant Custom Portfolio Group reduced its JPMorgan Chase (JPM) stake by 0.22% in Q2 2026, selling an estimated $10.9K and leaving 15,534 shares worth $5.08M. The position accounts for 2.71% of the portfolio, ranked #9.

Trivant Custom Portfolio Group first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Trivant Custom Portfolio Group held 15,534 shares of JPMorgan Chase worth $5.08M as of Q2 2026.
  • Trivant Custom Portfolio Group sold 35 JPMorgan Chase shares in Q2 2026, an estimated $10.9K.
  • JPMorgan Chase made up 2.71% of Trivant Custom Portfolio Group's portfolio in Q2 2026, its #9 holding.
  • Trivant Custom Portfolio Group first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.