True Link Financial Advisors, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1846236
SAN FRANCISCO, CA
Position in JPM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$796,721
+$79,559 QoQ
Shares Held
2,434
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.11%
of 13F equity value
Holder Rank
#3,889
of 5,058 holders
Holding Since
Dec 2020
13 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, 2026True Link Financial Advisors, LLC holds $796,721 across 1 Banks - Diversified name. JPM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,434 | $796,721 |
All Filings in JPM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $796,721 | 2,434 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $717,162 | 2,438 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $746,905 | 2,318 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $454,219 | 1,440 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $436,024 | 1,504 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $400,820 | 1,634 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $299,158 | 1,248 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $252,610 | 1,198 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $215,811 | 1,067 | Shares | Sole | 2024-07-12 | |
| 2021-09-30 | $7,038 | 43 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $22,242 | 143 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $15,223 | 100 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $74,463 | 586 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||