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Disclosery

Triangle Securities Wealth Management: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triangle Securities Wealth Management on JPM, newest first. How the timeline and the estimate are built.

Triangle Securities Wealth Management held 23,316 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,316 shares
    Change vs previous 13F -175 shares

    1.52% of the 13F portfolio, value $7,632,004.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,491 shares
    Change vs previous 13F -1,419 shares

    1.57% of the 13F portfolio, value $6,909,990.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 24,910 shares
    Change vs previous 13F -912 shares

    1.69% of the 13F portfolio, value $8,026,576.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,822 shares
    Change vs previous 13F +3,191 shares

    1.84% of the 13F portfolio, value $8,145,053.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,631 shares
    Change vs previous 13F -3,709 shares

    1.61% of the 13F portfolio, value $6,561,013.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,340 shares
    Change vs previous 13F -638 shares

    1.66% of the 13F portfolio, value $6,461,292.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 26,978 shares
    Change vs previous 13F -807 shares

    1.66% of the 13F portfolio, value $6,466,825.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 27,785 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $5,858,725.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).