SEC 13F Intelligence

Triumph Capital Management / JPM

Triumph Capital Management’s Jpmorgan Chase & Co Position

Does Triumph Capital Management own Jpmorgan Chase & Co (JPM)? Yes16.9K shares worth $5M (+1.01% of its 13F portfolio) as of Q1 2026, up from 14.9K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
16.9K
% of Portfolio
+1.01%
Quarters Held
18
currently held

Position History JPM

Reported value by quarter
Q2 ’21: $657,000Q2 ’21Q3 ’21: $701,000Q4 ’21: $1MQ1 ’22: $981,000Q1 ’22Q2 ’22: $864,000Q3 ’22: $563,000Q4 ’22: $584,006Q4 ’22Q1 ’23: $716,314Q2 ’23: $688,804Q3 ’23: $581,199Q3 ’23Q4 ’23: $628,417Q1 ’24: $411,138Q4 ’24: $419,732Q4 ’24Q1 ’25: $439,823Q2 ’25: $412,542Q3 ’25: $457,128Q3 ’25Q4 ’25: $5MQ1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.9K$5M+1.01%
Q4 202514.9K$5M+1.04%
Q3 20251.4K$457,128+0.11%
Q2 20251.4K$412,542+0.12%
Q1 20251.8K$439,823+0.15%
Q4 20241.8K$419,732+0.14%
Q1 20242.1K$411,138+0.17%
Q4 20233.7K$628,417+0.27%
Q3 20234.0K$581,199+0.26%
Q2 20234.7K$688,804+0.31%
Q1 20235.5K$716,314+0.37%
Q4 20224.4K$584,006+0.31%
Q3 20225.4K$563,000+0.31%
Q2 20227.7K$864,000+0.46%
Q1 20227.2K$981,000+0.42%
Q4 20216.5K$1M+0.45%
Q3 20214.3K$701,000+0.33%
Q2 20214.2K$657,000+0.38%

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