Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,383,869
+$1,284,480 QoQ
Shares Held
40,888
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
7.18%
of 13F equity value
Holder Rank
#1,237
of 5,056 holders
Holding Since
Dec 2023
11 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, 2026Trueblood Wealth Management, LLC holds $14,443,547 across 3 Banks - Diversified names. JPM ranks #1 (92.7% of the industry book) .
All Filings in JPM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,383,869 | 40,888 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $12,099,389 | 41,132 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $13,544,517 | 42,035 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $13,985,850 | 44,339 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $12,985,938 | 44,793 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $11,389,524 | 46,431 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $11,884,582 | 49,579 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $11,266,882 | 53,433 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $11,019,731 | 54,483 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,925,163 | 54,544 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $9,636,505 | 56,652 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||