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tru Independence’s JPMorgan Chase JPM Stock Holding History

tru Independence’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 		$1.24M Sell
4,200
-23,406
-85% -$7.1M 0.61% 22
2025
Q4 		$8.9M Sell
27,606
-647
-2% -$200K 2.24% 11
2025
Q3 		$8.91M Sell
28,253
-164
-0.6% -$48.8K 2.32% 10
2025
Q2 		$8.24M Sell
28,417
-573
-2% -$146K 2.38% 8
2025
Q1 		$7.11M Sell
28,990
-241
-0.8% -$61.4K 2.21% 11
2024
Q4 		$7.01M Sell
29,231
-1,623
-5% -$378K 2.2% 12
2024
Q3 		$6.51M Sell
30,854
-6,599
-18% -$1.39M 1.9% 15
2024
Q2 		$7.58M Sell
37,453
-242
-0.6% -$47.3K 2.29% 7
2024
Q1 		$7.55M Sell
37,695
-1,090
-3% -$197K 2.22% 8
2023
Q4 		$6.6M Sell
38,785
-532
-1% -$80.6K 2% 10
2023
Q3 		$5.7M Buy
39,317
+7
+0% +$1.05K 1.97% 14
2023
Q2 		$5.72M Buy
39,310
+194
+0.5% +$26.7K 1.88% 14
2023
Q1 		$5.1M Sell
39,116
-821
-2% -$112K 1.64% 26
2022
Q4 		$5.36M Buy
39,937
+565
+1% +$71.6K 1.74% 27
2022
Q3 		$4.11M Buy
39,372
+1,887
+5% +$217K 1.45% 40
2022
Q2 		$4.22M Buy
37,485
+7,885
+27% +$977K 1.36% 42
2022
Q1 		$4.03M Buy
29,600
+2,197
+8% +$324K 1.09% 47
2021
Q4 		$4.34M Sell
27,403
-271
-1% -$44.5K 1.18% 43
2021
Q3 		$4.53M Buy
27,674
+61
+0.2% +$9.56K 1.27% 42
2021
Q2 		$4.29M Sell
27,613
-5,151
-16% -$809K 1.27% 42
2021
Q1 		$4.99M Sell
32,764
-20,822
-39% -$3M 0.94% 43
2020
Q4 		$38.5K Sell
53,586
-176
-0.3% -$19.7K 0.07% 107
2020
Q3 		$5.17M Sell
53,762
-8,520
-14% -$837K 1.47% 23
2020
Q2 		$5.86K Buy
62,282
+438
+0.7% +$41.6K 0.85% 19
2020
Q1 		$5.57K Sell
61,844
-45,088
-42% -$5.48M 0.91% 19
2019
Q4 		$11.9M Buy
+106,932
New +$13.7M 1.71% 6

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

tru Independence's JPM Position: Q1 2026 in Review

tru Independence reduced its JPMorgan Chase (JPM) stake by 85% in Q1 2026, selling an estimated $7.1M and leaving 4,200 shares worth $1.24M. The position accounts for 0.61% of the portfolio, ranked #22.

tru Independence first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.9M in Q4 2019. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • tru Independence held 4,200 shares of JPMorgan Chase worth $1.24M as of Q1 2026.
  • tru Independence sold 23,406 JPMorgan Chase shares in Q1 2026, an estimated $7.1M.
  • JPMorgan Chase made up 0.61% of tru Independence's portfolio in Q1 2026, its #22 holding.
  • tru Independence first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • tru Independence's JPMorgan Chase position peaked at $11.9M in Q4 2019.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.