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True Wealth Design’s JPMorgan Chase JPM Stock Holding History

True Wealth Design’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 		$656K Sell
2,004
-198
-9% -$61.5K 0.16% 31
2026
Q1 		$648K Buy
2,202
+1,577
+252% +$479K 0.18% 30
2025
Q4 		$201K Buy
625
+100
+19% +$31K 0.06% 83
2025
Q3 		$166K Buy
525
+110
+27% +$32.7K 0.05% 89
2025
Q2 		$120K Buy
415
+23
+6% +$5.87K 0.04% 87
2025
Q1 		$96.1K Buy
392
+133
+51% +$33.9K 0.04% 99
2024
Q4 		$62.1K Buy
259
+25
+11% +$5.82K 0.02% 129
2024
Q3 		$49.3K Sell
234
-100
-30% -$21.1K 0.02% 148
2024
Q2 		$67.5K Hold
334
– – 0.02% 146
2024
Q1 		$66.8K Sell
334
-53
-14% -$9.56K 0.02% 152
2023
Q4 		$65.8K Buy
387
+33
+9% +$5K 0.02% 144
2023
Q3 		$51.3K Sell
354
-211
-37% -$31.6K 0.02% 147
2023
Q2 		$82.1K Sell
565
-68
-11% -$9.35K 0.03% 135
2023
Q1 		$82.4K Buy
633
+68
+12% +$9.32K 0.03% 142
2022
Q4 		$75.7K Buy
+565
New +$71.6K 0.04% 133

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

True Wealth Design's JPM Position: Q2 2026 in Review

True Wealth Design reduced its JPMorgan Chase (JPM) stake by 9% in Q2 2026, selling an estimated $61.5K and leaving 2,004 shares worth $656K. The position accounts for 0.16% of the portfolio, ranked #31.

True Wealth Design first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • True Wealth Design held 2,004 shares of JPMorgan Chase worth $656K as of Q2 2026.
  • True Wealth Design sold 198 JPMorgan Chase shares in Q2 2026, an estimated $61.5K.
  • JPMorgan Chase made up 0.16% of True Wealth Design's portfolio in Q2 2026, its #31 holding.
  • True Wealth Design first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.