Read this manager's filing book
Disclosed positions
Trueblood Wealth Management, LLC: source evidence dated 2026-07-28T03:59:59.999Z.
- Issuer
- JPMORGAN CHASE & CO
- Ticker
- JPM
- Class
- COM
- Reported value
- $13,383,938
- Reported amount
- 40,888
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002005380-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| JPMORGAN CHASE & CO | JPM | COM | $13,383,938 | 40,888 | SH | None |
| APPLE INC | AAPL | COM | $10,010,752 | 34,596 | SH | None |
| CATERPILLAR INC | CAT | COM | $5,919,684 | 5,559 | SH | None |
| MICROSOFT CORP | MSFT | COM | $5,548,587 | 14,875 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $5,377,334 | 25,273 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | RDVI | FT VEST RIS | $5,142,044 | 174,899 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $5,076,755 | 25,372 | SH | None |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | SHS CREAT UNIT | $4,205,423 | 99,349 | SH | None |
| FIRST TR EXCHANGE TRADED FD | SDVY | SMID RISNG ETF | $4,199,015 | 97,335 | SH | None |
| FIRST TR EXCHANGE-TRADED ALP | FTA | COM SHS | $4,014,802 | 41,476 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FGD | DJ GLBL DIVID | $3,419,614 | 106,896 | SH | None |
| ANALOG DEVICES INC | ADI | COM | $3,375,513 | 8,499 | SH | None |
| CINCINNATI FINL CORP | CINF | COM | $3,279,755 | 17,715 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $3,184,979 | 4,637 | SH | None |
| CAPITAL GROUP CORE EQUITY ET | CGUS | SHS CREAT UNIT | $2,978,274 | 66,958 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $2,794,385 | 5,851 | SH | None |
| FIRST TR EXCHANGE TRADED FD | IFV | DORSEY WRIGHT | $2,657,653 | 98,678 | SH | None |
| AMPHENOL CORP | APH | CL A | $2,651,880 | 15,040 | SH | None |
| WALMART INC | WMT | COM | $2,514,443 | 22,201 | SH | None |
| BROADCOM INC | AVGO | COM | $2,470,181 | 6,539 | SH | None |
| ABBVIE INC | ABBV | COM | $2,440,817 | 9,700 | SH | None |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | SHS ETF | $2,406,545 | 64,157 | SH | None |
| LINDE PLC | LIN | SHS | $2,392,329 | 4,610 | SH | None |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $2,384,600 | 50,521 | SH | None |
| REPUBLIC SVCS INC | RSG | COM | $2,376,101 | 11,151 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $2,373,683 | 14,320 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $2,354,048 | 2,328 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $2,220,074 | 22,987 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $2,200,779 | 6,158 | SH | None |
| AMAZON COM INC | AMZN | COM | $2,125,278 | 8,917 | SH | None |
| SPDR SERIES TRUST | SLYV | ST STR SP600SM C | $2,080,891 | 19,071 | SH | None |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | SHS CREAT UNIT | $2,063,368 | 59,600 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $2,056,396 | 8,097 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $2,043,491 | 24,668 | SH | None |
| CASEYS GEN STORES INC | CASY | COM | $2,036,740 | 2,563 | SH | None |
| CAPITAL GROUP INTERNATIONAL | CGIE | SHS | $2,006,901 | 54,565 | SH | None |
| FIRST TR EXCHANGE TRADED FD | FV | DORSEY WRT 5 ETF | $1,973,842 | 26,013 | SH | None |
| CUMMINS INC | CMI | COM | $1,955,987 | 2,743 | SH | None |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $1,952,162 | 39,614 | SH | None |
| WELLTOWER INC | WELL | COM | $1,932,123 | 8,513 | SH | None |
| SNAP ON INC | SNA | COM | $1,902,395 | 4,728 | SH | None |
| VISA INC | V | COM CL A | $1,851,339 | 5,396 | SH | None |
| ORACLE CORP | ORCL | COM | $1,836,543 | 12,532 | SH | None |
| CHUBB LIMITED | CB | COM | $1,832,832 | 5,379 | SH | None |
| VANECK ETF TRUST | GDX | GOLD MINERS ETF | $1,832,397 | 24,286 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $1,803,125 | 13,188 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FTCS | CAP STRENGTH ETF | $1,794,472 | 19,106 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,718,339 | 3,434 | SH | None |
| GALLAGHER ARTHUR J & CO | AJG | COM | $1,707,044 | 7,436 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $1,696,063 | 1,813 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.