Truepoint Inc’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.15M | Buy |
3,499
+133
| +4% | +$41.3K | 0.02% | 73 |
|
|
2026
Q1 | $990K | Sell |
3,366
-20
| -0.6% | -$6.07K | 0.02% | 75 |
|
|
2025
Q4 | $1.09M | Sell |
3,386
-208
| -6% | -$64.4K | 0.02% | 74 |
|
|
2025
Q3 | $1.13M | Buy |
3,594
+368
| +11% | +$109K | 0.03% | 68 |
|
|
2025
Q2 | $935K | Buy |
3,226
+753
| +30% | +$192K | 0.02% | 73 |
|
|
2025
Q1 | $607K | Buy |
2,473
+64
| +3% | +$16.3K | 0.02% | 90 |
|
|
2024
Q4 | $577K | Buy |
2,409
+95
| +4% | +$22.1K | 0.02% | 87 |
|
|
2024
Q3 | $488K | Buy |
2,314
+1,310
| +130% | +$276K | 0.01% | 92 |
|
|
2024
Q2 | $203K | Sell |
1,004
-288
| -22% | -$56.3K | 0.01% | 117 |
|
|
2024
Q1 | $259K | Sell |
1,292
-3,191
| -71% | -$576K | 0.01% | 115 |
|
|
2023
Q4 | $763K | Sell |
4,483
-10,053
| -69% | -$1.52M | 0.02% | 101 |
|
|
2023
Q3 | $2.11M | Buy |
14,536
+3,228
| +29% | +$484K | 0.07% | 54 |
|
|
2023
Q2 | $1.64M | Buy |
11,308
+208
| +2% | +$28.6K | 0.05% | 55 |
|
|
2023
Q1 | $1.45M | Buy |
11,100
+323
| +3% | +$44.3K | 0.05% | 58 |
|
|
2022
Q4 | $1.45M | Buy |
10,777
+150
| +1% | +$19K | 0.05% | 59 |
|
|
2022
Q3 | $1.11M | Buy |
10,627
+71
| +0.7% | +$8.15K | 0.06% | 62 |
|
|
2022
Q2 | $1.19M | Buy |
10,556
+8,164
| +341% | +$1.01M | 0.06% | 60 |
|
|
2022
Q1 | $326K | Sell |
2,392
-241
| -9% | -$35.6K | 0.02% | 112 |
|
|
2021
Q4 | $417K | Buy |
2,633
+277
| +12% | +$45.5K | 0.02% | 97 |
|
|
2021
Q3 | $386K | Sell |
2,356
-118
| -5% | -$18.5K | 0.02% | 100 |
|
|
2021
Q2 | $385K | Sell |
2,474
-158
| -6% | -$24.8K | 0.02% | 92 |
|
|
2021
Q1 | $401K | Hold |
2,632
| – | – | 0.02% | 81 |
|
|
2020
Q4 | $334K | Buy |
+2,632
| New | +$294K | 0.02% | 89 |
|
|
2020
Q1 | – | Sell |
-3,124
| Closed | -$435K | – | 78 |
|
|
2019
Q4 | $435K | Hold |
3,124
| – | – | 0.03% | 72 |
|
|
2019
Q3 | $368K | Sell |
3,124
-301
| -9% | -$34K | 0.03% | 76 |
|
|
2019
Q2 | $383K | Buy |
3,425
+47
| +1% | +$5.18K | 0.03% | 81 |
|
|
2019
Q1 | $342K | Sell |
3,378
-1,363
| -29% | -$140K | 0.03% | 81 |
|
|
2018
Q4 | $463K | Sell |
4,741
-3,126
| -40% | -$333K | 0.04% | 64 |
|
|
2018
Q3 | $888K | Sell |
7,867
-105
| -1% | -$11.9K | 0.08% | 36 |
|
|
2018
Q2 | $831K | Buy |
7,972
+7,579
| +1,928% | +$831K | 0.07% | 37 |
|
|
2018
Q1 | $3.57K | Buy |
+393
| New | +$44.5K | 0.03% | 68 |
|
Other funds holding JPM
Truepoint Inc's JPM Position: Q2 2026 in Review
Truepoint Inc increased its JPMorgan Chase (JPM) stake by 4% in Q2 2026, buying an estimated $41.3K and bringing the position to 3,499 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #73.
Truepoint Inc first reported a position in JPM in Q1 2018 and has held it in 31 quarters since. The position peaked at $2.11M in Q3 2023. 3,051 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Truepoint Inc held 3,499 shares of JPMorgan Chase worth $1.15M as of Q2 2026.
- Truepoint Inc bought 133 JPMorgan Chase shares in Q2 2026, an estimated $41.3K.
- JPMorgan Chase made up 0.02% of Truepoint Inc's portfolio in Q2 2026, its #73 holding.
- Truepoint Inc first reported a position in JPMorgan Chase in Q1 2018 and has held it in 31 quarters since.
- Truepoint Inc's JPMorgan Chase position peaked at $2.11M in Q3 2023.
- 3,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.