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True Link Financial Advisors’s JPMorgan Chase JPM Stock Holding History

True Link Financial Advisors’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
Q2 		$797K Sell
2,434
-4
-0.2% -$1.24K 0.05% 35
2026
Q1 		$717K Buy
2,438
+120
+5% +$36.4K 0.04% 35
2025
Q4 		$747K Buy
2,318
+878
+61% +$272K 0.05% 44
2025
Q3 		$454K Sell
1,440
-64
-4% -$19K 0.03% 55
2025
Q2 		$436K Sell
1,504
-130
-8% -$33.2K 0.03% 54
2025
Q1 		$401K Buy
1,634
+386
+31% +$98.4K 0.03% 62
2024
Q4 		$299K Buy
1,248
+50
+4% +$11.6K 0.03% 52
2024
Q3 		$253K Buy
1,198
+131
+12% +$27.6K 0.02% 56
2024
Q2 		$216K Buy
+1,067
New +$209K 0.02% 61
2021
Q4 		– Sell
-43
Closed -$7K – 782
2021
Q3 		$7K Sell
43
-100
-70% -$15.7K ﹤0.01% 651
2021
Q2 		$22K Buy
143
+43
+43% +$6.75K ﹤0.01% 500
2021
Q1 		$15K Sell
100
-486
-83% -$69.9K ﹤0.01% 593
2020
Q4 		$74K Buy
+586
New +$65.5K 0.01% 482

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

True Link Financial Advisors's JPM Position: Q2 2026 in Review

True Link Financial Advisors reduced its JPMorgan Chase (JPM) stake by 0.16% in Q2 2026, selling an estimated $1.24K and leaving 2,434 shares worth $797K. The position accounts for 0.05% of the portfolio, ranked #35.

True Link Financial Advisors first reported a position in JPM in Q4 2020 and has held it in 13 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • True Link Financial Advisors held 2,434 shares of JPMorgan Chase worth $797K as of Q2 2026.
  • True Link Financial Advisors sold 4 JPMorgan Chase shares in Q2 2026, an estimated $1.24K.
  • JPMorgan Chase made up 0.05% of True Link Financial Advisors's portfolio in Q2 2026, its #35 holding.
  • True Link Financial Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 13 quarters since.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.