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Trinity Wealth Management, LLC

SEC CIK
0001685364
Latest filing
Jul 7, 2026

JPM holding history

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

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
732
Value
$239.6K
% of portfolio
0.1%
Quarters held
3
Since Q3 2025
Holdings of JPM by Trinity Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026732$239.6K0.1%+732NewHolders
Q1 20260$00.0%−652−100.0%Sold outHolders
Q4 2025652$210.1K0.1%+4+0.6%AddedHolders
Q3 2025648$204.4K0.1%+648NewHolders