Truvestments Capital’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
Q1 | $1.58M | Buy |
5,376
+101
| +2% | +$30.7K | 0.29% | 99 |
|
|
2025
Q4 | $1.7M | Sell |
5,275
-28
| -0.5% | -$8.67K | 0.31% | 87 |
|
|
2025
Q3 | $1.67M | Buy |
5,303
+264
| +5% | +$78.5K | 0.3% | 84 |
|
|
2025
Q2 | $1.46M | Sell |
5,039
-302
| -6% | -$77.1K | 0.29% | 88 |
|
|
2025
Q1 | $1.31M | Buy |
5,341
+517
| +11% | +$132K | 0.28% | 77 |
|
|
2024
Q4 | $1.16M | Buy |
4,824
+161
| +3% | +$37.5K | 0.3% | 76 |
|
|
2024
Q3 | $983K | Buy |
4,663
+2,380
| +104% | +$501K | 0.26% | 79 |
|
|
2024
Q2 | $462K | Buy |
2,283
+59
| +3% | +$11.5K | 0.18% | 126 |
|
|
2024
Q1 | $446K | Sell |
2,224
-164
| -7% | -$29.6K | 0.17% | 125 |
|
|
2023
Q4 | $406K | Sell |
2,388
-6
| -0.3% | -$909 | 0.18% | 104 |
|
|
2023
Q3 | $347K | Buy |
2,394
+106
| +5% | +$15.9K | 0.18% | 108 |
|
|
2023
Q2 | $333K | Buy |
2,288
+187
| +9% | +$25.7K | 0.17% | 112 |
|
|
2023
Q1 | $274K | Sell |
2,101
-254
| -11% | -$34.8K | 0.15% | 124 |
|
|
2022
Q4 | $316K | Buy |
2,355
+17
| +0.7% | +$2.15K | 0.18% | 107 |
|
|
2022
Q3 | $244K | Sell |
2,338
-85
| -4% | -$9.76K | 0.15% | 128 |
|
|
2022
Q2 | $273K | Buy |
2,423
+49
| +2% | +$6.07K | 0.16% | 126 |
|
|
2022
Q1 | $324K | Buy |
2,374
+11
| +0.5% | +$1.62K | 0.18% | 116 |
|
|
2021
Q4 | $374K | Sell |
2,363
-760
| -24% | -$125K | 0.19% | 113 |
|
|
2021
Q3 | $511K | Buy |
3,123
+9
| +0.3% | +$1.41K | 0.28% | 92 |
|
|
2021
Q2 | $484K | Sell |
3,114
-3,165
| -50% | -$497K | 0.27% | 95 |
|
|
2021
Q1 | $956K | Buy |
6,279
+1,038
| +20% | +$149K | 0.54% | 59 |
|
|
2020
Q4 | $665K | Buy |
5,241
+20
| +0.4% | +$2.23K | 0.46% | 68 |
|
|
2020
Q3 | $502K | Buy |
5,221
+457
| +10% | +$44.9K | 0.45% | 68 |
|
|
2020
Q2 | $447K | Sell |
4,764
-535
| -10% | -$50.8K | 0.46% | 60 |
|
|
2020
Q1 | $477K | Sell |
5,299
-338
| -6% | -$41.1K | 0.61% | 47 |
|
|
2019
Q4 | $786K | Sell |
5,637
-699
| -11% | -$89.7K | 0.54% | 62 |
|
|
2019
Q3 | $746K | Sell |
6,336
-63
| -1% | -$7.13K | 0.49% | 64 |
|
|
2019
Q2 | $715K | Buy |
6,399
+616
| +11% | +$67.9K | 0.48% | 59 |
|
|
2019
Q1 | $586K | Buy |
+5,783
| New | +$596K | 0.45% | 62 |
|
|
2018
Q3 | $1.21M | Buy |
10,694
+965
| +10% | +$110K | 0.58% | 46 |
|
|
2018
Q2 | $1.01M | Buy |
+9,729
| New | +$1.07M | 0.64% | 47 |
|
Other funds holding JPM
VCM
VPM
Truvestments Capital's JPM Position: Q1 2026 in Review
Truvestments Capital increased its JPMorgan Chase (JPM) stake by 1.9% in Q1 2026, buying an estimated $30.7K and bringing the position to 5,376 shares worth $1.58M. The position accounts for 0.29% of the portfolio, ranked #99.
Truvestments Capital first reported a position in JPM in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.7M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Truvestments Capital held 5,376 shares of JPMorgan Chase worth $1.58M as of Q1 2026.
- Truvestments Capital bought 101 JPMorgan Chase shares in Q1 2026, an estimated $30.7K.
- JPMorgan Chase made up 0.29% of Truvestments Capital's portfolio in Q1 2026, its #99 holding.
- Truvestments Capital first reported a position in JPMorgan Chase in Q2 2018 and has held it in 31 quarters since.
- Truvestments Capital's JPMorgan Chase position peaked at $1.7M in Q4 2025.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.