SEC 13F Intelligence

Tritonpoint Wealth, LLC / JPM

Tritonpoint Wealth, LLC’s Jpmorgan Chase & Co Position

Does Tritonpoint Wealth, LLC own Jpmorgan Chase & Co (JPM)? Yes — 83.7K shares worth $25M (+2.64% of its 13F portfolio) as of Q1 2026, down from 85.7K shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
83.7K
% of Portfolio
+2.64%
Quarters Held
10
currently held

Position History JPM

Reported value by quarter
Q4 ’23: $17MQ4 ’23Q1 ’24: $16MQ2 ’24: $20MQ2 ’24Q3 ’24: $21MQ4 ’24: $23MQ4 ’24Q1 ’25: $24MQ2 ’25: $28MQ2 ’25Q3 ’25: $30MQ4 ’25: $28MQ4 ’25Q1 ’26: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202683.7K$25M+2.64%
Q4 202585.7K$28M+2.80%
Q3 202594.2K$30M+2.55%
Q2 202596.0K$28M+2.57%
Q1 202597.9K$24M+2.29%
Q4 202498.0K$23M+2.13%
Q3 2024100.6K$21M+1.94%
Q2 202496.6K$20M+1.88%
Q1 202497.0K$16M+1.65%
Q4 2023100.6K$17M+1.67%

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