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Puff Wealth Management’s JPMorgan Chase JPM Stock Holding History

Puff Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-56,200
Closed -$16.3M – 88
2025
Q2 		$16.3M Buy
56,200
+9,100
+19% +$2.32M 11.87% 1
2025
Q1 		$11.6M Buy
47,100
+46,630
+9,921% +$11.9M 10.83% 1
2024
Q4 		$9.73K Buy
+470
New +$109K 0.02% 61

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Puff Wealth Management's JPM Position: Q2 2026 in Review

Puff Wealth Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 3,650 shares worth $1.19M. The stake represents 1.22% of the portfolio and ranks #24 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in JPM as recently as Q4 2025.

Puff Wealth Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. 1,956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Puff Wealth Management held 3,650 shares of JPMorgan Chase worth $1.19M as of Q2 2026.
  • JPMorgan Chase was a new Puff Wealth Management position in Q2 2026.
  • JPMorgan Chase made up 1.22% of Puff Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Puff Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • 1,956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.