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TrueWealth Advisors’s JPMorgan Chase JPM Stock Holding History

TrueWealth 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
Q3 		$1.28M Sell
3,858
-30
-0.8% -$10.5K 0.29% 63
2026
Q2 		$1.27M Sell
3,888
-79
-2% -$24.5K 0.29% 65
2026
Q1 		$1.17M Sell
3,967
-48
-1% -$14.6K 0.29% 60
2025
Q4 		$1.29M Sell
4,015
-701
-15% -$217K 0.34% 54
2025
Q3 		$1.49M Sell
4,716
-153
-3% -$45.5K 0.4% 49
2025
Q2 		$1.41M Sell
4,869
-51
-1% -$13K 0.42% 47
2025
Q1 		$1.21M Sell
4,920
-170
-3% -$43.3K 0.4% 52
2024
Q4 		$1.22M Sell
5,090
-1,373
-21% -$320K 0.41% 57
2024
Q3 		$1.36M Buy
6,463
+273
+4% +$57.5K 0.46% 49
2024
Q2 		$1.25M Sell
6,190
-896
-13% -$175K 0.46% 44
2024
Q1 		$1.42M Buy
7,086
+399
+6% +$72K 0.55% 38
2023
Q4 		$1.14M Buy
6,687
+633
+10% +$95.9K 0.44% 43
2023
Q3 		$878K Buy
6,054
+1,923
+47% +$288K 0.37% 52
2023
Q2 		$601K Sell
4,131
-44
-1% -$6.05K 0.25% 74
2023
Q1 		$544K Buy
4,175
+416
+11% +$57K 0.23% 78
2022
Q4 		$504K Buy
3,759
+273
+8% +$34.6K 0.22% 77
2022
Q3 		$364K Buy
3,486
+71
+2% +$8.15K 0.17% 96
2022
Q2 		$385K Buy
3,415
+24
+0.7% +$2.97K 0.18% 100
2022
Q1 		$537K Hold
3,391
– – 0.24% 85
2021
Q4 		$537K Buy
3,391
+334
+11% +$54.8K 0.24% 85
2021
Q3 		$500K Sell
3,057
-167
-5% -$26.2K 0.28% 72
2021
Q2 		$501K Buy
3,224
+20
+0.6% +$3.14K 0.29% 66
2021
Q1 		$478K Buy
3,204
+605
+23% +$87K 0.31% 67
2020
Q4 		$359K Buy
+2,599
New +$291K 0.31% 61

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

TrueWealth Advisors's JPM Position: Q3 2026 in Review

TrueWealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.77% in Q3 2026, selling an estimated $10.5K and leaving 3,858 shares worth $1.28M. The position accounts for 0.29% of the portfolio, ranked #63.

TrueWealth Advisors first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.49M in Q3 2025. 2,413 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • TrueWealth Advisors held 3,858 shares of JPMorgan Chase worth $1.28M as of Q3 2026.
  • TrueWealth Advisors sold 30 JPMorgan Chase shares in Q3 2026, an estimated $10.5K.
  • JPMorgan Chase made up 0.29% of TrueWealth Advisors's portfolio in Q3 2026, its #63 holding.
  • TrueWealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • TrueWealth Advisors's JPMorgan Chase position peaked at $1.49M in Q3 2025.
  • 2,413 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.