Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,084,744
+$504,967 QoQ
Shares Held
15,534
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.30%
of 13F equity value
Holder Rank
#2,076
of 5,057 holders
Holding Since
Sep 2023
12 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, 2026Trivant Custom Portfolio Group, LLC holds $5,084,744 across 1 Banks - Diversified name. JPM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
15,534 | $5,084,744 |
All Filings in JPM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,084,744 | 15,534 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,579,777 | 15,569 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,049,831 | 15,672 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,989,156 | 15,817 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,618,266 | 15,930 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,936,013 | 16,046 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,883,062 | 16,199 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,476,237 | 16,486 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $3,343,357 | 16,530 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,376,457 | 16,857 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,974,708 | 17,488 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,606,009 | 17,970 | Shares | Sole | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||