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TritonPoint Partners, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TritonPoint Partners, LLC on JPM, newest first. How the timeline and the estimate are built.

TritonPoint Partners, LLC held 169,129 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,129 shares
    Change vs previous 13F +75,731 shares

    2.49% of the 13F portfolio, value $55,361,109.

    13F-HR 0002111167-26-000003 filed by TritonPoint Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TRITONPOINT WEALTH, LLC: 81,693 shares
    • TritonPoint Partners, LLC: 87,436 shares

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

  2. period ended2026-03-31
    13F 93,398 shares
    Change vs previous 13F +79 shares

    2.28% of the 13F portfolio, value $27,473,829.

    13F-HR 0002008171-26-000003 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TRITONPOINT WEALTH, LLC: 83,716 shares
    • TritonPoint Partners, LLC: 9,682 shares

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

  3. period ended2025-12-31
    13F 93,319 shares
    Change vs previous 13F -926 shares

    2.56% of the 13F portfolio, value $30,069,231.

    13F-HR 0002008171-26-000001 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TRITONPOINT WEALTH, LLC: 85,730 shares
    • TritonPoint Partners, LLC: 7,589 shares

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

  4. period ended2025-09-30
    13F 94,245 shares
    Change vs previous 13F -1,727 shares

    2.55% of the 13F portfolio, value $29,727,834.

    13F-HR 0002008171-25-000008 filed by TRITONPOINT WEALTH, LLC
    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 95,972 shares
    Change vs previous 13F -1,954 shares

    2.57% of the 13F portfolio, value $27,823,294.

    13F-HR 0002008171-25-000004 filed by TRITONPOINT WEALTH, LLC
    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 97,926 shares
    Change vs previous 13F -49 shares

    2.29% of the 13F portfolio, value $24,021,269.

    13F-HR 0002008171-25-000003 filed by TRITONPOINT WEALTH, LLC
    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 97,975 shares
    Change vs previous 13F -2,628 shares

    2.13% of the 13F portfolio, value $23,485,645.

    13F-HR 0002008171-25-000002 filed by TRITONPOINT WEALTH, LLC
    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 100,603 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $21,176,882.

    13F-HR 0002008171-24-000005 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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