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JPMorgan Chase & Co. shares owned by Trueblood Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Trueblood Wealth Management from 13F filings

Historical chart of Trueblood Wealth Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Trueblood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $12M 50k 239.71
2024-03-31 $11M 55k 200.30
2023-12-31 $9.6M 57k 170.10

More positions owned by Trueblood Wealth Management

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Accenture Plc Ireland Shs Class A (ACN)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
Arthur J. Gallagher & Co. (AJG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Cincinnati Financial Corporation (CINF)
Caterpillar (CAT)
First Tr Exchange-traded Ft Vest Ris (RDVI)
NVIDIA Corporation (NVDA)
Home Depot (HD)
Chevron Corporation (CVX)
UnitedHealth (UNH)

View all positions for Trueblood Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.