Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,019,932
+$56,571 QoQ
Shares Held
15,336
-9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
#2,089
of 5,056 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Triumph Capital Management holds $10,541,237 across 18 Banks - Diversified names. JPM ranks #1 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
15,336 | $5,019,932 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
44,682 | $3,692,520 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,038 | $464,370 | |
| 4 | BNS |
Bank Of Nova Scotia
|
3,840 | $333,465 | |
| 5 | C |
Citigroup Inc
|
2,068 | $289,437 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,458 | $210,841 | |
| 7 | RY |
Royal Bank Of Canada
|
622 | $128,735 | |
| 8 | TD |
Toronto Dominion Bank
|
969 | $117,665 |
All Filings in JPM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,019,932 | 15,336 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,963,361 | 16,873 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,799,466 | 14,895 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $457,058 | 1,449 | Shares | Sole | 2025-12-23 | |
| 2025-06-30 | $412,541 | 1,423 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $439,822 | 1,793 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $419,732 | 1,751 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $359,516 | 1,705 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $414,228 | 2,048 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $414,020 | 2,067 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $628,349 | 3,694 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $581,240 | 4,008 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $688,803 | 4,736 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $716,314 | 5,497 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $584,005 | 4,355 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $562,837 | 5,386 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $864,169 | 7,674 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $981,095 | 7,197 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,032,917 | 6,523 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $700,756 | 4,281 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $658,556 | 4,234 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||