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Livermore
Livermore
ZHEN

Truepoint, Inc.

SEC CIK
0001427748
Latest filing
Jul 31, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Truepoint, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
3,499
Value
$1.15M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of JPM by Truepoint, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,499$1.15M<0.1%+133+4.0%AddedHolders
Q1 20263,366$990.1K<0.1%−20−0.6%ReducedHolders
Q4 20253,386$1.09M<0.1%−208−5.8%ReducedHolders
Q3 20253,594$1.13M<0.1%+368+11.4%AddedHolders
Q2 20253,226$935.1K<0.1%+753+30.4%AddedHolders
Q1 20252,473$606.6K<0.1%+64+2.7%AddedHolders
Q4 20242,409$577.5K<0.1%+95+4.1%AddedHolders
Q3 20242,314$487.9K<0.1%+1,310+130.5%AddedHolders
Q2 20241,004$203.1K<0.1%−288−22.3%ReducedHolders
Q1 20241,292$258.8K<0.1%−3,191−71.2%ReducedHolders
Q4 20234,483$762.6K<0.1%−10,053−69.2%ReducedHolders
Q3 202314,536$2.11M0.1%+3,228+28.5%AddedHolders
Q2 202311,308$1.64M0.1%+208+1.9%AddedHolders
Q1 202311,100$1.45M<0.1%+323+3.0%AddedHolders
Q4 202210,777$1.45M0.1%+150+1.4%AddedHolders
Q3 202210,627$1.11M0.1%+71+0.7%AddedHolders
Q2 202210,556$1.19M0.1%+8,164+341.3%AddedHolders
Q1 20222,392$326.0K<0.1%−241−9.2%ReducedHolders
Q4 20212,633$417.0K<0.1%+277+11.8%AddedHolders
Q3 20212,356$386.0K<0.1%−118−4.8%ReducedHolders
Q2 20212,474$385.0K<0.1%−158−6.0%ReducedHolders
Q1 20212,632$401.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.