Truvestments Capital LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1750405 SARASOTA, FL

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,749,251

+$167,847 QoQ

Shares Held

5,344

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#3,098

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Truvestments Capital LLC holds $2,154,837 across 8 Banks - Diversified names. JPM ranks #1 (81.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	5,344	$1,749,251
2	BAC	Bank Of America Corp /De/	2,070	$117,948
3	WFC	Wells Fargo & Company/Mn	1,243	$102,721
4	C	Citigroup Inc	505	$70,679
5	BMO	Bank Of Montreal /Can/	300	$53,010
6	BNY	Bank of New York Mellon Corp	213	$30,801
7	CM	Canadian Imperial Bank Of Commerce /Can/	262	$30,130
8	UBS	UBS Group AG	6	$297

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,749,251	5,344	-0.6%	Shares	Sole	2026-08-12
2026-03-31	$1,581,404	5,376	+1.9%	Shares	Sole	2026-05-13
2025-12-31	$1,699,710	5,275	-0.5%	Shares	Sole	2026-02-13
2025-09-30	$1,672,725	5,303	+5.2%	Shares	Sole	2025-11-14
2025-06-30	$1,460,856	5,039	-5.7%	Shares	Sole	2025-08-13
2025-03-31	$1,310,147	5,341	+10.7%	Shares	Sole	2025-05-14
2024-12-31	$1,156,361	4,824	+3.5%	Shares	Sole	2025-02-10
2024-09-30	$983,240	4,663	+104.2%	Shares	Sole	2024-11-13
2024-06-30	$461,759	2,283	+2.7%	Shares	Sole	2024-08-14
2024-03-31	$445,467	2,224	-6.9%	Shares	Sole	2024-05-14
2023-12-31	$406,198	2,388	-0.3%	Shares	Sole	2024-02-14
2023-09-30	$347,177	2,394	+4.6%	Shares	Sole	2023-11-13
2023-06-30	$332,766	2,288	+8.9%	Shares	Sole	2023-08-10
2023-03-31	$273,781	2,101	-10.8%	Shares	Sole	2023-05-12
2022-12-31	$315,805	2,355	+0.7%	Shares	Sole	2023-02-14
2022-09-30	$244,321	2,338	-3.5%	Shares	Sole	2022-11-15
2022-06-30	$272,854	2,423	+2.1%	Shares	Sole	2022-08-09
2022-03-31	$323,623	2,374	+0.5%	Shares	Sole	2022-05-02
2021-12-31	$374,181	2,363	-24.3%	Shares	Sole	2022-02-14
2021-09-30	$511,203	3,123	+0.3%	Shares	Sole	2021-10-29
2021-06-30	$484,351	3,114	-50.4%	Shares	Sole	2021-08-12
2021-03-31	$955,851	6,279	+19.8%	Shares	Other	2021-05-18
2020-12-31	$665,973	5,241	+0.4%	Shares	Sole	2021-02-17
2020-09-30	$502,625	5,221	+9.6%	Shares	Sole	2020-11-13
2020-06-30	$448,100	4,764	-10.1%	Shares	Sole	2020-08-06
2020-03-31	$477,068	5,299	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.