Triumph Capital Management JPST holdings history
JPMORGAN ULTRA-SHORT INCOME · CUSIP 46641Q837 · CIK 1730765
As of 2026-06-30, Triumph Capital Management reported 122.06K JPST (shares), valued at $6.17M, or 1.12% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares decreased 0.28%; reported value decreased 0.36%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.12% | 122,061 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 1.26% | 122,409 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 1.61% | 147,364 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 1.86% | 136,061 | SEC filing ↗Filed Dec 23, 2025Amended |
| Q2 2025 | 2.00% | 131,239 | SEC filing ↗Filed Jul 9, 2025Amended |
| Q1 2025 | 2.20% | 130,308 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 1.59% | 91,990 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 1.78% | 98,315 | SEC filing ↗Filed Feb 14, 2025 |
| Q2 2024 | 2.32% | 117,954 | SEC filing ↗Filed Feb 14, 2025 |
| Q1 2024 | 4.06% | 197,271 | SEC filing ↗Filed Apr 25, 2024 |
| Q4 2023 | 5.79% | 270,119 | SEC filing ↗Filed Feb 5, 2024 |
| Q3 2023 | 5.83% | 255,895 | SEC filing ↗Filed Oct 31, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.83% | 255,895 | $12.84M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 31, 2023 |
| Q4 2023 | 5.79% | 270,119 | $13.63M | Shares increased 5.56%; reported value increased 6.16%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 4.06% | 197,271 | $9.95M | Shares decreased 26.97%; reported value decreased 26.99%, and weight changed -1.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 2.32% | 117,954 | $5.95M | Shares decreased 40.21%; reported value decreased 40.18%, and weight changed -1.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q3 2024 | 1.78% | 98,315 | $4.99M | Shares decreased 16.65%; reported value decreased 16.20%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q4 2024 | 1.59% | 91,990 | $4.63M | Shares decreased 6.43%; reported value decreased 7.12%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 2.20% | 130,308 | $6.60M | Shares increased 41.65%; reported value increased 42.39%, and weight changed +0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 2.00% | 131,239 | $6.65M | Shares increased 0.71%; reported value increased 0.81%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 1.86% | 136,061 | $6.90M | Shares increased 3.67%; reported value increased 3.78%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 23, 2025 |
| Q4 2025 | 1.61% | 147,364 | $7.46M | Shares increased 8.31%; reported value increased 8.01%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 1.26% | 122,409 | $6.20M | Shares decreased 16.93%; reported value decreased 16.90%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 1.12% | 122,061 | $6.17M | Shares decreased 0.28%; reported value decreased 0.36%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2026 |
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