SEC 13F Intelligence

Triangle Securities Wealth Management / JPM

Triangle Securities Wealth Management’s Jpmorgan Chase & Co Position

Does Triangle Securities Wealth Management own Jpmorgan Chase & Co (JPM)? Yes — 23.3K shares worth $8M (+1.52% of its 13F portfolio) as of Q2 2026, down from 23.5K shares the prior filed quarter.

Position Value
$8M
Q2 2026
Shares
23.3K
% of Portfolio
+1.52%
Quarters Held
31
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ3 ’22: $3MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $7MQ3 ’25: $8MQ4 ’25: $8MQ4 ’25Q1 ’26: $7MQ2 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202623.3K$8M+1.52%
Q1 202623.5K$7M+1.57%
Q4 202524.9K$8M+1.69%
Q3 202525.8K$8M+1.84%
Q2 202522.6K$7M+1.61%
Q1 202526.3K$6M+1.66%
Q4 202427.0K$6M+1.66%
Q3 202427.8K$6M+1.51%
Q2 202428.2K$6M+1.61%
Q1 202428.9K$6M+1.65%
Q4 202329.3K$5M+1.55%
Q3 202329.3K$4M+1.51%
Q2 202329.3K$4M+1.47%
Q1 202329.7K$4M+1.38%
Q4 202230.4K$4M+1.49%
Q3 202230.9K$3M+1.32%
Q2 202231.4K$4M+1.38%
Q1 202230.6K$4M+1.39%
Q4 202131.8K$5M+1.57%
Q3 202132.0K$5M+1.78%
Q2 202132.4K$5M+1.70%
Q1 202133.1K$5M+1.82%
Q4 202033.7K$4M+1.70%
Q3 202034.0K$3M+1.48%
Q2 202033.7K$3M+1.52%
Q1 202033.0K$3M+1.71%
Q4 201930.9K$4M+1.86%
Q3 201931.2K$4M+1.79%
Q2 201931.6K$4M+1.81%
Q1 201932.3K$3M+1.72%
Q4 201833.3K$3M+1.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triangle Securities Wealth Management’s full portfolio or all institutional holders of JPM.