Triangle Securities Wealth Management

SEC CIK: 0001541353
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Triangle Securities Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 23,316
Value: $7.63M
% of portfolio: 1.5%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Triangle Securities Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,316	$7.63M	1.5%	−175−0.7%	Reduced	Holders
Q1 2026	23,491	$6.91M	1.6%	−1,419−5.7%	Reduced	Holders
Q4 2025	24,910	$8.03M	1.7%	−912−3.5%	Reduced	Holders
Q3 2025	25,822	$8.15M	1.8%	+3,191+14.1%	Added	Holders
Q2 2025	22,631	$6.56M	1.6%	−3,709−14.1%	Reduced	Holders
Q1 2025	26,340	$6.46M	1.7%	−638−2.4%	Reduced	Holders
Q4 2024	26,978	$6.47M	1.7%	−807−2.9%	Reduced	Holders
Q3 2024	27,785	$5.86M	1.5%	−458−1.6%	Reduced	Holders
Q2 2024	28,243	$5.71M	1.6%	−639−2.2%	Reduced	Holders
Q1 2024	28,882	$5.79M	1.6%	−457−1.6%	Reduced	Holders
Q4 2023	29,339	$4.99M	1.6%	+81+0.3%	Added	Holders
Q3 2023	29,258	$4.24M	1.5%	−76−0.3%	Reduced	Holders
Q2 2023	29,334	$4.27M	1.5%	−384−1.3%	Reduced	Holders
Q1 2023	29,718	$3.87M	1.4%	−679−2.2%	Reduced	Holders
Q4 2022	30,397	$4.08M	1.5%	−477−1.5%	Reduced	Holders
Q3 2022	30,874	$3.23M	1.3%	−548−1.7%	Reduced	Holders
Q2 2022	31,422	$3.54M	1.4%	+870+2.8%	Added	Holders
Q1 2022	30,552	$4.17M	1.4%	−1,220−3.8%	Reduced	Holders
Q4 2021	31,772	$5.03M	1.6%	−255−0.8%	Reduced	Holders
Q3 2021	32,027	$5.24M	1.8%	−355−1.1%	Reduced	Holders
Q2 2021	32,382	$5.04M	1.7%	−706−2.1%	Reduced	Holders
Q1 2021	33,088	$5.04M	1.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.