TrueWealth Financial Partners’s JPMorgan Chase JPM Stock Holding History

TrueWealth Financial Partners’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	–	Sell	-1,060	Closed	-$312K	–	50
2026 Q1	$312K	Buy	+1,060	New	+$322K	0.12%	49

Other funds holding JPM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TrueWealth Financial Partners's JPM Position: Q2 2026 in Review

TrueWealth Financial Partners sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 1,060 shares — an estimated $312K sold.

TrueWealth Financial Partners first reported a position in JPM in Q1 2026 and held it in 1 quarter. The position peaked at $312K in Q1 2026. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

TrueWealth Financial Partners reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
TrueWealth Financial Partners sold 1,060 JPMorgan Chase shares in Q2 2026, an estimated $312K.
TrueWealth Financial Partners first reported a position in JPMorgan Chase in Q1 2026 and held it in 1 quarter.
TrueWealth Financial Partners's JPMorgan Chase position peaked at $312K in Q1 2026.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.