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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Puff Wealth Management's JPM Position: Q3 2026 in Review

Puff Wealth Management increased its JPMorgan Chase (JPM) stake by 1.1% in Q3 2026, buying an estimated $14.3K and bringing the position to 3,691 shares worth $1.22M. The position accounts for 1.15% of the portfolio, ranked #28.

Puff Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 586 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Puff Wealth Management held 3,691 shares of JPMorgan Chase worth $1.22M as of Q3 2026.
  • Puff Wealth Management bought 41 JPMorgan Chase shares in Q3 2026, an estimated $14.3K.
  • JPMorgan Chase made up 1.15% of Puff Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Puff Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 586 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.