TrueMark Investments’s JPMorgan Chase JPM Stock Holding History

TrueMark Investments’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
2025 Q2	–	Sell	-867	Closed	-$213K	–	182
2025 Q1	$213K	Buy	+867	New	+$221K	0.06%	158

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TrueMark Investments's JPM Position: Q2 2025 in Review

TrueMark Investments sold out of JPMorgan Chase (JPM) in Q2 2025, closing a stake of 867 shares — an estimated $213K sold.

TrueMark Investments first reported a position in JPM in Q1 2025 and held it in 1 quarter. The position peaked at $213K in Q1 2025. 4,743 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

TrueMark Investments reported no remaining JPMorgan Chase position as of Q2 2025 after selling out during the quarter.
TrueMark Investments sold 867 JPMorgan Chase shares in Q2 2025, an estimated $213K.
TrueMark Investments first reported a position in JPMorgan Chase in Q1 2025 and held it in 1 quarter.
TrueMark Investments's JPMorgan Chase position peaked at $213K in Q1 2025.
4,743 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on TrueMark Investments's 13F filing for Q2 2025, filed 29 Jul 2025.