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True Link Financial Advisors, LLC: JPM position timeline

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

True Link Financial Advisors, LLC held 2,434 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,434 shares
    Change vs previous 13F -4 shares

    0.05% of the 13F portfolio, value $796,721.

    13F-HR/A 0001846236-26-000006 filed by True Link Financial Advisors, 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/A 2,438 shares
    Change vs previous 13F +120 shares

    0.04% of the 13F portfolio, value $717,162.

    13F-HR/A 0001846236-26-000003 filed by True Link Financial Advisors, 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 2,318 shares
    Change vs previous 13F +878 shares

    0.05% of the 13F portfolio, value $746,906.

    13F-HR 0001846236-26-000001 filed by True Link Financial Advisors, 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 1,440 shares
    Change vs previous 13F -64 shares

    0.03% of the 13F portfolio, value $454,219.

    13F-HR 0001846236-25-000009 filed by True Link Financial Advisors, 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 1,504 shares
    Change vs previous 13F -130 shares

    0.03% of the 13F portfolio, value $436,025.

    13F-HR 0001846236-25-000006 filed by True Link Financial Advisors, 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 1,634 shares
    Change vs previous 13F +386 shares

    0.03% of the 13F portfolio, value $400,820.

    13F-HR 0001846236-25-000002 filed by True Link Financial Advisors, 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 1,248 shares
    Change vs previous 13F +50 shares

    0.03% of the 13F portfolio, value $299,158.

    13F-HR 0001846236-25-000001 filed by True Link Financial Advisors, 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 1,198 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $252,610.

    13F-HR 0001846236-24-000006 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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