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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
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 $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

Trivant Custom Portfolio Group's JPM Position: Q1 2026 in Review

Trivant Custom Portfolio Group reduced its JPMorgan Chase (JPM) stake by 0.66% in Q1 2026, selling an estimated $31.3K and leaving 15,569 shares worth $4.58M. The position accounts for 2.51% of the portfolio, ranked #12.

Trivant Custom Portfolio Group first reported a position in JPM in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.05M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Trivant Custom Portfolio Group held 15,569 shares of JPMorgan Chase worth $4.58M as of Q1 2026.
  • Trivant Custom Portfolio Group sold 103 JPMorgan Chase shares in Q1 2026, an estimated $31.3K.
  • JPMorgan Chase made up 2.51% of Trivant Custom Portfolio Group's portfolio in Q1 2026, its #12 holding.
  • Trivant Custom Portfolio Group first reported a position in JPMorgan Chase in Q3 2023 and has held it in 11 quarters since.
  • Trivant Custom Portfolio Group's JPMorgan Chase position peaked at $5.05M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2026, filed 14 May 2026.