JPMorgan Chase & Co. shares owned by True Link Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by True Link Financial Advisors
from 13F filings
Historical chart of True Link Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by True Link Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $454k | 1.4k | 315.43 |
| 2025-06-30 | $436k | 1.5k | 289.91 |
| 2025-03-31 | $401k | 1.6k | 245.30 |
| 2024-12-31 | $299k | 1.2k | 239.71 |
| 2024-09-30 | $253k | 1.2k | 210.86 |
| 2024-06-30 | $216k | 1.1k | 202.26 |
| 2021-09-30 | $7.0k | 43 | 162.79 |
| 2021-06-30 | $22k | 143 | 153.85 |
| 2021-03-31 | $15k | 100 | 150.00 |
| 2020-12-31 | $74k | 586 | 126.28 |
More positions owned by True Link Financial Advisors
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