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True North Advisors’s JPMorgan Chase JPM Stock Holding History

True North 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 		$5.79M Sell
17,701
-1,655
-9% -$514K 0.55% 42
2026
Q1 		$5.69M Sell
19,356
-962
-5% -$292K 0.65% 34
2025
Q4 		$6.55M Buy
20,318
+159
+0.8% +$49.2K 0.85% 26
2025
Q3 		$6.36M Buy
20,159
+2,255
+13% +$671K 1.01% 18
2025
Q2 		$5.19M Sell
17,904
-2,755
-13% -$703K 0.99% 19
2025
Q1 		$5.07M Sell
20,659
-2,344
-10% -$598K 0.9% 19
2024
Q4 		$5.51M Buy
23,003
+16,234
+240% +$3.78M 1.3% 9
2024
Q3 		$1.43M Buy
6,769
+405
+6% +$85.3K 0.37% 44
2024
Q2 		$1.29M Buy
6,364
+32
+0.5% +$6.26K 0.34% 46
2024
Q1 		$1.27M Buy
6,332
+191
+3% +$34.5K 0.35% 48
2023
Q4 		$1.04M Sell
6,141
-7,508
-55% -$1.14M 0.27% 54
2023
Q3 		$1.98M Sell
13,649
-4,378
-24% -$656K 0.61% 32
2023
Q2 		$2.62M Buy
18,027
+3,187
+21% +$438K 0.74% 25
2023
Q1 		$1.93M Sell
14,840
-133
-0.9% -$18.2K 0.57% 41
2022
Q4 		$2.01M Buy
14,973
+699
+5% +$88.6K 0.68% 38
2022
Q3 		$1.49M Sell
14,274
-3,611
-20% -$414K 0.49% 49
2022
Q2 		$2.01M Buy
17,885
+3,331
+23% +$413K 0.63% 39
2022
Q1 		$1.98M Sell
14,554
-3,149
-18% -$465K 0.53% 45
2021
Q4 		$2.8M Buy
17,703
+2,455
+16% +$403K 0.47% 50
2021
Q3 		$2.5M Buy
15,248
+1,539
+11% +$241K 0.49% 50
2021
Q2 		$2.13M Buy
13,709
+102
+0.7% +$16K 0.44% 51
2021
Q1 		$2.07M Hold
13,607
– – 0.49% 44
2020
Q4 		$1.73M Buy
13,607
+2,073
+18% +$232K 0.44% 52
2020
Q3 		$1.11M Sell
11,534
-25,825
-69% -$2.54M 0.32% 68
2020
Q2 		$3.51M Buy
37,359
+8,720
+30% +$827K 0.85% 28
2020
Q1 		$2.58M Buy
28,639
+4,774
+20% +$580K 0.88% 29
2019
Q4 		$3.33M Buy
+23,865
New +$3.06M 0.94% 33

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 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

True North Advisors's JPM Position: Q2 2026 in Review

True North Advisors reduced its JPMorgan Chase (JPM) stake by 8.6% in Q2 2026, selling an estimated $514K and leaving 17,701 shares worth $5.79M. The position accounts for 0.55% of the portfolio, ranked #42.

True North Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.55M in Q4 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • True North Advisors held 17,701 shares of JPMorgan Chase worth $5.79M as of Q2 2026.
  • True North Advisors sold 1,655 JPMorgan Chase shares in Q2 2026, an estimated $514K.
  • JPMorgan Chase made up 0.55% of True North Advisors's portfolio in Q2 2026, its #42 holding.
  • True North Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • True North Advisors's JPMorgan Chase position peaked at $6.55M in Q4 2025.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.