Position in JPM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,272,659
+$105,727 QoQ
Shares Held
3,888
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#3,400
of 5,058 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TrueWealth Advisors, LLC holds $3,262,382 across 3 Banks - Diversified names. JPM ranks #1 (39.0% of the industry book) .
All Filings in JPM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,272,659 | 3,888 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,166,932 | 3,967 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,293,713 | 4,015 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,487,567 | 4,716 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,411,571 | 4,869 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $1,206,876 | 4,920 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,220,123 | 5,090 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,362,788 | 6,463 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,251,989 | 6,190 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,419,325 | 7,086 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,137,458 | 6,687 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $877,951 | 6,054 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $600,812 | 4,131 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $544,044 | 4,175 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $504,081 | 3,759 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $364,287 | 3,486 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $384,563 | 3,415 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $462,261 | 3,391 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $536,964 | 3,391 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $500,400 | 3,057 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $501,460 | 3,224 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $487,744 | 3,204 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $330,254 | 2,599 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||