TrueWealth LLC’s JPMorgan Chase JPM Stock Holding History

TrueWealth LLC’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
2020 Q2	$1.4M	Buy	14,928 +96	+0.6%	+$9.11K	0.59%	32
2020 Q1	$1.33M	Sell	14,832 -234	-2%	-$28.4K	0.65%	27
2019 Q4	$2.1M	Buy	15,066 +22	+0.1%	+$2.82K	0.85%	19
2019 Q3	$1.77M	Buy	15,044 +3	+0%	+$339	0.76%	25
2019 Q2	$1.68M	Sell	15,041 -14	-0.1%	-$1.54K	0.75%	24
2019 Q1	$1.52M	Buy	15,055 +840	+6%	+$86.5K	0.71%	24
2018 Q4	$1.39M	Buy	14,215 +108	+0.8%	+$11.5K	0.7%	24
2018 Q3	$1.59M	Buy	14,107 +74	+0.5%	+$8.4K	0.73%	19
2018 Q2	$1.46M	Buy	14,033 +967	+7%	+$106K	0.7%	20
2018 Q1	$1.44M	Sell	13,066 -442	-3%	-$50K	0.72%	20
2017 Q4	$1.44M	Buy	+13,508	New	+$1.37M	0.68%	22

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

TrueWealth LLC's JPM Position: Q2 2020 in Review

TrueWealth LLC increased its JPMorgan Chase (JPM) stake by 0.65% in Q2 2020, buying an estimated $9.11K and bringing the position to 14,928 shares worth $1.4M. The position accounts for 0.59% of the portfolio, ranked #32.

TrueWealth LLC first reported a position in JPM in Q4 2017 and has held it in 11 quarters since. The position peaked at $2.1M in Q4 2019. 2,848 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

TrueWealth LLC held 14,928 shares of JPMorgan Chase worth $1.4M as of Q2 2020.
TrueWealth LLC bought 96 JPMorgan Chase shares in Q2 2020, an estimated $9.11K.
JPMorgan Chase made up 0.59% of TrueWealth LLC's portfolio in Q2 2020, its #32 holding.
TrueWealth LLC first reported a position in JPMorgan Chase in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's JPMorgan Chase position peaked at $2.1M in Q4 2019.
2,848 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.