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JPMorgan Chase & Co. shares owned by TrueWealth Financial Partners

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by TrueWealth Financial Partners from 13F filings

Historical chart of TrueWealth Financial Partners investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by TrueWealth Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by TrueWealth Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $312k 1.1k 294.16

More positions owned by TrueWealth Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard World Energy Etf (VDE)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard World Health Car Etf (VHT)
Vanguard World Consum Stp Etf (VDC)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Amazon (AMZN)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for TrueWealth Financial Partners

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group

View all funds holding JPMorgan Chase & Co.