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Three Cord True Wealth Management’s JPMorgan Chase JPM Stock Holding History

Three Cord True Wealth Management’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
Q1 		– Sell
-655
Closed -$211K – 42
2025
Q4 		$211K Buy
+655
New +$203K 0.12% 37
2025
Q2 		– Sell
-920
Closed -$226K – 30
2025
Q1 		$226K Buy
920
+80
+10% +$20.4K 0.19% 26
2024
Q4 		$201K Buy
+840
New +$196K 0.17% 27

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Three Cord True Wealth Management's JPM Position: Q1 2026 in Review

Three Cord True Wealth Management sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 655 shares — an estimated $211K sold.

Three Cord True Wealth Management first reported a position in JPM in Q4 2024 and held it in 3 quarters. The position peaked at $226K in Q1 2025. 5,100 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Three Cord True Wealth Management reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Three Cord True Wealth Management sold 655 JPMorgan Chase shares in Q1 2026, an estimated $211K.
  • Three Cord True Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and held it in 3 quarters.
  • Three Cord True Wealth Management's JPMorgan Chase position peaked at $226K in Q1 2025.
  • 5,100 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Three Cord True Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.