Trueblood Wealth Management »

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.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 44k 315.43
2025-06-30 $13M 45k 289.91
2025-03-31 $11M 46k 245.30
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)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Oracle Corporation (ORCL)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Ft Vest Ris (RDVI)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange-traded A Com Shs (FTA)
Arthur J. Gallagher & Co. (AJG)
Cincinnati Financial Corporation (CINF)
Caterpillar (CAT)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Republic Services (RSG)
First Tr Exchange Traded Dj Glbl Divid (FGD)

View all positions for Trueblood Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.