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TruWealth Advisors, LLC: JPM position timeline

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

TruWealth Advisors, LLC held 123,130 JPM shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 123,130 shares
    Change vs previous 13F +4,865 shares

    1.74% of the 13F portfolio, value $36,218,399.

    13F-HR 0002085853-26-000301 filed by TruWealth 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 ended2025-12-31
    13F 118,265 shares
    Change vs previous 13F +1,155 shares

    1.86% of the 13F portfolio, value $38,107,207.

    13F-HR 0002085853-26-000014 filed by TruWealth 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 ended2025-09-30
    13F 117,110 shares
    Change vs previous 13F +576 shares

    1.87% of the 13F portfolio, value $36,939,939.

    13F-HR 0002085853-25-000011 filed by TruWealth 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 ended2025-06-30
    13F 116,534 shares
    Change vs previous 13F +4,017 shares

    1.86% of the 13F portfolio, value $33,783,965.

    13F-HR 0001667731-25-000725 filed by TruWealth 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 ended2025-03-31
    13F 112,517 shares
    Change vs previous 13F -14,391 shares

    1.67% of the 13F portfolio, value $27,600,039.

    13F-HR 0001667731-25-000395 filed by TruWealth 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 ended2024-12-31
    13F 126,908 shares
    Change vs previous 13F -2,745 shares

    1.83% of the 13F portfolio, value $30,421,047.

    13F-HR 0001667731-25-000029 filed by TruWealth 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 ended2024-09-30
    13F 129,653 shares
    Change vs previous 13F +115 shares

    1.67% of the 13F portfolio, value $27,338,582.

    13F-HR 0001834985-24-000005 filed by TruWealth 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 ended2024-06-30
    13F 129,538 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $26,200,430.

    13F-HR 0001834985-24-000003 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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