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Disclosery

tru Independence LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of tru Independence LLC on JPM, newest first. How the timeline and the estimate are built.

tru Independence LLC held 3,562 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,562 shares
    Change vs previous 13F -638 shares

    0.51% of the 13F portfolio, value $1,165,898.

    13F-HR 0001785445-26-000003 filed by tru Independence LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,200 shares
    Change vs previous 13F -23,406 shares

    0.61% of the 13F portfolio, value $1,235,345.

    13F-HR 0001785445-26-000002 filed by tru Independence LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,606 shares
    Change vs previous 13F -647 shares

    2.24% of the 13F portfolio, value $8,895,334.

    13F-HR 0001785445-26-000001 filed by tru Independence LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,253 shares
    Change vs previous 13F -164 shares

    2.32% of the 13F portfolio, value $8,911,968.

    13F-HR 0001785445-25-000011 filed by tru Independence LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,417 shares
    Change vs previous 13F -573 shares

    2.38% of the 13F portfolio, value $8,238,094.

    13F-HR 0001785445-25-000009 filed by tru Independence LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,990 shares
    Change vs previous 13F -241 shares

    2.21% of the 13F portfolio, value $7,111,097.

    13F-HR 0001785445-25-000005 filed by tru Independence LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,231 shares
    Change vs previous 13F -1,623 shares

    2.2% of the 13F portfolio, value $7,006,733.

    13F-HR 0001785445-25-000001 filed by tru Independence LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 30,854 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $6,505,807.

    13F-HR 0001785445-24-000008 filed by tru Independence LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).