TrueNorth Wealth & Impact, LLC’s JPMorgan Chase JPM Stock Holding History

TrueNorth Wealth & Impact, LLC’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.1M	Buy	+6,363	New	+$2.23M	0.8%	30

Other funds holding JPM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's JPM Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in JPMorgan Chase (JPM) in Q3 2026: 6,363 shares worth $2.1M. The stake represents 0.8% of the portfolio and ranks #30 among its holdings.

4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 6,363 shares of JPMorgan Chase worth $2.1M as of Q3 2026.
JPMorgan Chase was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
JPMorgan Chase made up 0.8% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #30 holding.
4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.