Truwealth Advisors, LLC’s Jpmorgan Chase & Co Position
Does Truwealth Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 123.1K shares worth $36M (+1.74% of its 13F portfolio) as of Q1 2026, up from 118.3K shares the prior filed quarter.
Position Value
$36M
Q1 2026
Shares
123.1K
% of Portfolio
+1.74%
Quarters Held
22
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 123.1K | $36M | +1.74% |
| Q4 2025 | 118.3K | $38M | +1.86% |
| Q3 2025 | 117.1K | $37M | +1.87% |
| Q2 2025 | 116.5K | $34M | +1.86% |
| Q1 2025 | 112.5K | $28M | +1.67% |
| Q4 2024 | 126.9K | $30M | +1.83% |
| Q3 2024 | 129.7K | $27M | +1.67% |
| Q2 2024 | 129.5K | $26M | +1.74% |
| Q1 2024 | 127.9K | $26M | +1.79% |
| Q4 2023 | 127.6K | $22M | +1.66% |
| Q3 2023 | 125.6K | $18M | +1.57% |
| Q2 2023 | 123.6K | $18M | +1.54% |
| Q1 2023 | 120.2K | $16M | +1.44% |
| Q4 2022 | 117.1K | $16M | +1.53% |
| Q3 2022 | 113.9K | $12M | +1.26% |
| Q2 2022 | 106.9K | $12M | +1.29% |
| Q1 2022 | 98.5K | $13M | +1.40% |
| Q4 2021 | 96.2K | $15M | +1.54% |
| Q3 2021 | 92.0K | $15M | +1.68% |
| Q2 2021 | 90.1K | $14M | +1.64% |
| Q1 2021 | 85.9K | $13M | +1.77% |
| Q4 2020 | 72.8K | $9M | +1.38% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Truwealth Advisors, LLC’s full portfolio or all institutional holders of JPM.