Triangle Securities Wealth Management

Broker-Dealer

Position in JPM — Jpmorgan Chase & Co

CIK 1541353 RALEIGH, NC

Position in JPM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$7,632,026

+$721,914 QoQ

Shares Held

23,316

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.11%

of 13F equity value

Holder Rank

#1,695

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triangle Securities Wealth Management holds $15,969,771 across 5 Banks - Diversified names. JPM ranks #1 (47.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	23,316	$7,632,026
2	BAC	Bank Of America Corp /De/	64,206	$3,658,457
3	WFC	Wells Fargo & Company/Mn	32,176	$2,659,024
4	C	Citigroup Inc	10,294	$1,440,748
5	RY	Royal Bank Of Canada	2,800	$579,516

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,632,026	23,316	-0.7%	Shares	Sole	2026-07-14
2026-03-31	$6,910,112	23,491	-5.7%	Shares	Sole	2026-04-20
2025-12-31	$8,026,500	24,910	-3.5%	Shares	Sole	2026-01-13
2025-09-30	$8,145,033	25,822	+14.1%	Shares	Sole	2025-10-15
2025-06-30	$6,560,953	22,631	-14.1%	Shares	Sole	2025-07-10
2025-03-31	$6,461,202	26,340	-2.4%	Shares	Sole	2025-04-10
2024-12-31	$6,466,896	26,978	-2.9%	Shares	Sole	2025-01-15
2024-09-30	$5,858,745	27,785	-1.6%	Shares	Sole	2024-11-14
2024-06-30	$5,712,429	28,243	-2.2%	Shares	Sole	2024-07-10
2024-03-31	$5,785,064	28,882	-1.6%	Shares	Sole	2024-04-10
2023-12-31	$4,990,563	29,339	+0.3%	Shares	Sole	2024-01-10
2023-09-30	$4,242,995	29,258	-0.3%	Shares	Sole	2023-10-10
2023-06-30	$4,266,336	29,334	-1.3%	Shares	Sole	2023-07-13
2023-03-31	$3,872,552	29,718	-2.2%	Shares	Sole	2023-04-20
2022-12-31	$4,076,237	30,397	-1.5%	Shares	Sole	2023-01-11
2022-09-30	$3,226,333	30,874	-1.7%	Shares	Sole	2022-10-19
2022-06-30	$3,538,431	31,422	+2.8%	Shares	Sole	2022-07-11
2022-03-31	$4,164,848	30,552	-3.8%	Shares	Sole	2022-04-13
2021-12-31	$5,031,096	31,772	-0.8%	Shares	Sole	2022-01-14
2021-09-30	$5,242,499	32,027	-1.1%	Shares	Sole	2021-10-14
2021-06-30	$5,036,696	32,382	-2.1%	Shares	Sole	2021-07-12
2021-03-31	$5,036,986	33,088	-1.8%	Shares	Sole	2021-04-12
2020-12-31	$4,282,004	33,698	-0.8%	Shares	Sole	2021-01-11
2020-09-30	$3,270,003	33,967	+0.8%	Shares	Sole	2020-10-09
2020-06-30	$3,169,445	33,696	+2.0%	Shares	Sole	2020-07-08
2020-03-31	$2,973,690	33,030	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.