TRUE Private Wealth Advisors

SEC CIK: 0001667074
Latest filing: Jul 23, 2026

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JPM holding history

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

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 21,606
Value: $7.07M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of JPM by TRUE Private Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	21,606	$7.07M	0.6%	−819−3.7%	Reduced	Holders
Q1 2026	22,425	$6.60M	0.6%	+345+1.6%	Added	Holders
Q4 2025	22,080	$7.11M	0.7%	+37+0.2%	Added	Holders
Q3 2025	22,043	$6.95M	0.7%	−1,311−5.6%	Reduced	Holders
Q2 2025	23,354	$6.77M	0.8%	−986−4.1%	Reduced	Holders
Q1 2025	24,340	$5.97M	0.7%	−3,960−14.0%	Reduced	Holders
Q4 2024	28,300	$6.78M	0.8%	−316−1.1%	Reduced	Holders
Q3 2024	28,616	$6.03M	0.7%	−1,158−3.9%	Reduced	Holders
Q2 2024	29,774	$6.02M	0.7%	−1,018−3.3%	Reduced	Holders
Q1 2024	30,792	$6.17M	0.7%	−6,524−17.5%	Reduced	Holders
Q4 2023	37,316	$6.35M	0.8%	−973−2.5%	Reduced	Holders
Q3 2023	38,289	$5.55M	0.8%	−96−0.3%	Reduced	Holders
Q2 2023	38,385	$5.58M	0.8%	+354+0.9%	Added	Holders
Q1 2023	38,031	$4.96M	0.7%	−519−1.3%	Reduced	Holders
Q4 2022	38,550	$5.17M	0.8%	+1,230+3.3%	Added	Holders
Q3 2022	37,320	$3.90M	0.6%	+3,857+11.5%	Added	Holders
Q2 2022	33,463	$3.77M	0.5%	+974+3.0%	Added	Holders
Q1 2022	32,489	$4.13M	0.6%	+1,833+6.0%	Added	Holders
Q4 2021	30,656	$4.85M	0.7%	+726+2.4%	Added	Holders
Q3 2021	29,930	$4.90M	0.7%	−388−1.3%	Reduced	Holders
Q2 2021	30,318	$4.71M	0.7%	−1,750−5.5%	Reduced	Holders
Q1 2021	32,068	$4.88M	0.8%	–	–	Holders

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