TRUE Private Wealth Advisors

Position in JPM — Jpmorgan Chase & Co

CIK 1667074 Salem, OR

Position in JPM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$7,072,291

+$475,753 QoQ

Shares Held

21,606

-3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.48%

of 13F equity value

Holder Rank

#1,767

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TRUE Private Wealth Advisors holds $10,105,536 across 4 Banks - Diversified names. JPM ranks #1 (70.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	21,606	$7,072,291
2	WFC	Wells Fargo & Company/Mn	21,688	$1,792,296
3	BAC	Bank Of America Corp /De/	14,820	$844,443
4	C	Citigroup Inc	2,833	$396,506

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,072,291	21,606	-3.7%	Shares	Sole	2026-07-23
2026-03-31	$6,596,538	22,425	+1.6%	Shares	Sole	2026-05-15
2025-12-31	$7,114,617	22,080	+0.2%	Shares	Sole	2026-02-13
2025-09-30	$6,953,023	22,043	-5.6%	Shares	Sole	2025-11-14
2025-06-30	$6,770,558	23,354	-4.1%	Shares	Sole	2025-08-11
2025-03-31	$5,970,602	24,340	-14.0%	Shares	Sole	2025-05-15
2024-12-31	$6,783,793	28,300	-1.1%	Shares	Sole	2025-02-13
2024-09-30	$6,033,969	28,616	-3.9%	Shares	Sole	2024-11-14
2024-06-30	$6,022,089	29,774	-3.3%	Shares	Sole	2024-07-16
2024-03-31	$6,167,637	30,792	-17.5%	Shares	Sole	2024-04-25
2023-12-31	$6,347,451	37,316	-2.5%	Shares	Sole	2024-01-30
2023-09-30	$5,552,670	38,289	-0.3%	Shares	Sole	2023-11-13
2023-06-30	$5,582,714	38,385	+0.9%	Shares	Sole	2023-08-11
2023-03-31	$4,955,819	38,031	-1.3%	Shares	Sole	2023-05-11
2022-12-31	$5,169,555	38,550	+3.3%	Shares	Sole	2023-02-14
2022-09-30	$3,899,940	37,320	+11.5%	Shares	Sole	2022-11-04
2022-06-30	$3,768,268	33,463	+3.0%	Shares	Sole	2022-07-28
2022-03-31	$4,428,900	32,489	+6.0%	Shares	Sole	2022-05-09
2021-12-31	$4,854,377	30,656	+2.4%	Shares	Sole	2022-02-11
2021-09-30	$4,899,241	29,930	-1.3%	Shares	Sole	2021-11-05
2021-06-30	$4,715,661	30,318	-5.5%	Shares	Sole	2021-08-10
2021-03-31	$4,881,711	32,068	+6.2%	Shares	Sole	2021-05-12
2020-12-31	$3,835,989	30,188	-3.4%	Shares	Sole	2021-01-11
2020-09-30	$3,008,726	31,253	+2.8%	Shares	Sole	2020-10-09
2020-06-30	$2,859,706	30,403	-12.1%	Shares	Sole	2020-07-07
2020-03-31	$3,115,308	34,603	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.