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TruWealth Advisors’s JPMorgan Chase JPM Stock Holding History

TruWealth 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
Q1 		$36.2M Buy
123,130
+4,865
+4% +$1.48M 1.74% 16
2025
Q4 		$38.1M Buy
118,265
+1,155
+1% +$358K 1.86% 12
2025
Q3 		$36.9M Buy
117,110
+576
+0.5% +$171K 1.87% 15
2025
Q2 		$33.8M Buy
116,534
+4,017
+4% +$1.03M 1.86% 16
2025
Q1 		$27.6M Sell
112,517
-14,391
-11% -$3.67M 1.67% 17
2024
Q4 		$30.4M Sell
126,908
-2,745
-2% -$639K 1.83% 17
2024
Q3 		$27.3M Buy
129,653
+115
+0.1% +$24.2K 1.67% 20
2024
Q2 		$26.2M Buy
129,538
+1,625
+1% +$318K 1.74% 19
2024
Q1 		$25.6M Buy
127,913
+351
+0.3% +$63.3K 1.79% 20
2023
Q4 		$21.7M Buy
127,562
+2,004
+2% +$304K 1.66% 20
2023
Q3 		$18.2M Buy
125,558
+1,921
+2% +$288K 1.57% 21
2023
Q2 		$18M Buy
123,637
+3,407
+3% +$469K 1.54% 22
2023
Q1 		$15.7M Buy
120,230
+3,176
+3% +$435K 1.44% 24
2022
Q4 		$15.7M Buy
117,054
+3,189
+3% +$404K 1.53% 18
2022
Q3 		$11.9M Buy
113,865
+6,994
+7% +$803K 1.26% 18
2022
Q2 		$12M Buy
106,871
+8,332
+8% +$1.03M 1.29% 23
2022
Q1 		$13.4M Buy
98,539
+2,387
+2% +$352K 1.4% 20
2021
Q4 		$15.2M Buy
96,152
+4,181
+5% +$687K 1.54% 20
2021
Q3 		$15.1M Buy
91,971
+1,905
+2% +$299K 1.68% 15
2021
Q2 		$14M Buy
90,066
+4,212
+5% +$662K 1.64% 16
2021
Q1 		$13.1M Buy
85,854
+13,071
+18% +$1.88M 1.77% 14
2020
Q4 		$9.25M Buy
+72,783
New +$8.14M 1.38% 19

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TruWealth Advisors's JPM Position: Q1 2026 in Review

TruWealth Advisors increased its JPMorgan Chase (JPM) stake by 4.1% in Q1 2026, buying an estimated $1.48M and bringing the position to 123,130 shares worth $36.2M. The position accounts for 1.74% of the portfolio, ranked #16.

TruWealth Advisors first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $38.1M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • TruWealth Advisors held 123,130 shares of JPMorgan Chase worth $36.2M as of Q1 2026.
  • TruWealth Advisors bought 4,865 JPMorgan Chase shares in Q1 2026, an estimated $1.48M.
  • JPMorgan Chase made up 1.74% of TruWealth Advisors's portfolio in Q1 2026, its #16 holding.
  • TruWealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's JPMorgan Chase position peaked at $38.1M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.