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Tritonpoint Wealth, LLC

SEC CIK
0002008171
Latest filing
Aug 11, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Tritonpoint Wealth, 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)
81,693
Value
$26.7M
% of portfolio
2.6%
Quarters held
11
Since Q4 2023
Holdings of JPM by Tritonpoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202681,693$26.7M2.6%−2,023−2.4%ReducedHolders
Q1 202683,716$24.6M2.6%−2,014−2.3%ReducedHolders
Q4 202585,730$27.6M2.8%−8,515−9.0%ReducedHolders
Q3 202594,245$29.7M2.5%−1,727−1.8%ReducedHolders
Q2 202595,972$27.8M2.6%−1,954−2.0%ReducedHolders
Q1 202597,926$24.0M2.3%−49−0.1%ReducedHolders
Q4 202497,975$23.5M2.1%−2,628−2.6%ReducedHolders
Q3 2024100,603$21.2M1.9%+3,973+4.1%AddedHolders
Q2 202496,630$19.5M1.9%−342−0.4%ReducedHolders
Q1 202496,972$15.8M1.7%−3,670−3.6%ReducedHolders
Q4 2023100,642$17.1M1.7%–No prior filingHolders