JPMorgan Chase & Co. shares owned by TruWealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37M | 117k | 315.43 |
| 2025-06-30 | $34M | 117k | 289.91 |
| 2025-03-31 | $28M | 113k | 245.30 |
| 2024-12-31 | $30M | 127k | 239.71 |
| 2024-09-30 | $27M | 130k | 210.86 |
| 2024-06-30 | $26M | 130k | 202.26 |
| 2024-03-31 | $26M | 128k | 200.30 |
| 2023-12-31 | $22M | 128k | 170.10 |
| 2023-09-30 | $18M | 126k | 145.02 |
| 2023-06-30 | $18M | 124k | 145.44 |
| 2023-03-31 | $16M | 120k | 130.31 |
| 2022-12-31 | $16M | 117k | 134.10 |
| 2022-09-30 | $12M | 114k | 104.50 |
| 2022-06-30 | $12M | 107k | 112.61 |
| 2022-03-31 | $13M | 99k | 136.32 |
| 2021-12-31 | $15M | 96k | 158.35 |
| 2021-09-30 | $15M | 92k | 163.69 |
| 2021-06-30 | $14M | 90k | 155.54 |
| 2021-03-31 | $13M | 86k | 152.24 |
| 2020-12-31 | $9.2M | 73k | 127.06 |