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Trueblood Wealth Management’s JPMorgan Chase JPM Stock Holding History

Trueblood 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
Q2 		$13.4M Sell
40,888
-244
-0.6% -$75.8K 4.67% 1
2026
Q1 		$12.1M Sell
41,132
-903
-2% -$274K 4.73% 1
2025
Q4 		$13.5M Sell
42,035
-2,304
-5% -$713K 5.29% 1
2025
Q3 		$14M Sell
44,339
-454
-1% -$135K 5.45% 1
2025
Q2 		$13M Sell
44,793
-1,638
-4% -$418K 5.43% 1
2025
Q1 		$11.4M Sell
46,431
-3,148
-6% -$803K 5.28% 1
2024
Q4 		$11.9M Sell
49,579
-3,854
-7% -$898K 5.86% 1
2024
Q3 		$11.3M Sell
53,433
-1,050
-2% -$221K 5.66% 1
2024
Q2 		$11M Sell
54,483
-61
-0.1% -$11.9K 6.22% 1
2024
Q1 		$10.9M Sell
54,544
-2,108
-4% -$380K 6.26% 1
2023
Q4 		$9.64M Buy
+56,652
New +$8.59M 6.05% 1

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

Trueblood Wealth Management's JPM Position: Q2 2026 in Review

Trueblood Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.59% in Q2 2026, selling an estimated $75.8K and leaving 40,888 shares worth $13.4M. The position accounts for 4.67% of the portfolio, ranked #1.

Trueblood Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $14M in Q3 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Trueblood Wealth Management held 40,888 shares of JPMorgan Chase worth $13.4M as of Q2 2026.
  • Trueblood Wealth Management sold 244 JPMorgan Chase shares in Q2 2026, an estimated $75.8K.
  • JPMorgan Chase made up 4.67% of Trueblood Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Trueblood Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's JPMorgan Chase position peaked at $14M in Q3 2025.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.