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True Link Financial Advisors, LLC

SEC CIK
0001846236
Latest filing
Jul 31, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by True Link Financial Advisors, LLC, 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)
2,434
Value
$796.7K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of JPM by True Link Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,434$796.7K<0.1%−4−0.2%ReducedHolders
Q1 20262,438$717.2K<0.1%+120+5.2%AddedHolders
Q4 20252,318$746.9K<0.1%+878+61.0%AddedHolders
Q3 20251,440$454.2K<0.1%−64−4.3%ReducedHolders
Q2 20251,504$436.0K<0.1%−130−8.0%ReducedHolders
Q1 20251,634$400.8K<0.1%+386+30.9%AddedHolders
Q4 20241,248$299.2K<0.1%+50+4.2%AddedHolders
Q3 20241,198$252.6K<0.1%+131+12.3%AddedHolders
Q2 20241,067$215.8K<0.1%+1,067NewHolders
Q4 20210$00.0%−43−100.0%Sold outHolders
Q3 202143$7.00K<0.1%−100−69.9%ReducedHolders
Q2 2021143$22.0K<0.1%+43+43.0%AddedHolders
Q1 2021100$15.0K<0.1%––Holders

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