Pure Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.2M | Buy |
48,338
+134
| +0.3% | +$40.7K | 0.2% | 65 |
|
|
2025
Q4 | $15.5M | Buy |
48,204
+1,683
| +4% | +$521K | 0.23% | 60 |
|
|
2025
Q3 | $14.7M | Sell |
46,521
-1,547
| -3% | -$460K | 0.23% | 60 |
|
|
2025
Q2 | $13.9M | Buy |
48,068
+28,662
| +148% | +$7.31M | 0.25% | 60 |
|
|
2025
Q1 | $4.76M | Sell |
19,406
-246
| -1% | -$62.7K | 0.1% | 84 |
|
|
2024
Q4 | $4.71M | Sell |
19,652
-66
| -0.3% | -$15.4K | 0.11% | 79 |
|
|
2024
Q3 | $4.16M | Sell |
19,718
-1,400
| -7% | -$295K | 0.1% | 81 |
|
|
2024
Q2 | $4.27M | Buy |
21,118
+909
| +4% | +$178K | 0.12% | 80 |
|
|
2024
Q1 | $4.05M | Sell |
20,209
-6,528
| -24% | -$1.18M | 0.13% | 81 |
|
|
2023
Q4 | $4.55M | Buy |
26,737
+20,821
| +352% | +$3.16M | 0.16% | 75 |
|
|
2023
Q3 | $858K | Buy |
5,916
+1,413
| +31% | +$212K | 0.04% | 135 |
|
|
2023
Q2 | $655K | Buy |
4,503
+93
| +2% | +$12.8K | 0.03% | 145 |
|
|
2023
Q1 | $575K | Buy |
4,410
+797
| +22% | +$109K | 0.03% | 154 |
|
|
2022
Q4 | $485K | Buy |
3,613
+1,203
| +50% | +$152K | 0.03% | 159 |
|
|
2022
Q3 | $252K | Buy |
2,410
+6
| +0.2% | +$689 | 0.01% | 197 |
|
|
2022
Q2 | $271K | Sell |
2,404
-344
| -13% | -$42.6K | 0.02% | 204 |
|
|
2022
Q1 | $375K | Sell |
2,748
-110
| -4% | -$16.2K | 0.02% | 166 |
|
|
2021
Q4 | $452K | Sell |
2,858
-78
| -3% | -$12.8K | 0.02% | 140 |
|
|
2021
Q3 | $481K | Buy |
2,936
+314
| +12% | +$49.2K | 0.04% | 128 |
|
|
2021
Q2 | $408K | Sell |
2,622
-74
| -3% | -$11.6K | 0.03% | 135 |
|
|
2021
Q1 | $410K | Buy |
2,696
+20
| +0.7% | +$2.88K | 0.04% | 130 |
|
|
2020
Q4 | $340K | Buy |
2,676
+387
| +17% | +$43.3K | 0.04% | 133 |
|
|
2020
Q3 | $220K | Hold |
2,289
| – | – | 0.03% | 144 |
|
|
2020
Q2 | $215K | Sell |
2,289
-41
| -2% | -$3.89K | 0.03% | 132 |
|
|
2020
Q1 | $210K | Sell |
2,330
-231
| -9% | -$28.1K | 0.04% | 126 |
|
|
2019
Q4 | $357K | Buy |
2,561
+149
| +6% | +$19.1K | 0.06% | 106 |
|
|
2019
Q3 | $284K | Buy |
2,412
+2
| +0.1% | +$226 | 0.05% | 114 |
|
|
2019
Q2 | $269K | Hold |
2,410
| – | – | 0.05% | 118 |
|
|
2019
Q1 | $244K | Buy |
2,410
+31
| +1% | +$3.19K | 0.05% | 123 |
|
|
2018
Q4 | $232K | Sell |
2,379
-599
| -20% | -$63.8K | 0.05% | 130 |
|
|
2018
Q3 | $336K | Buy |
+2,978
| New | +$338K | 0.07% | 112 |
|
|
2015
Q3 | – | Sell |
-3,972
| Closed | -$269K | – | 70 |
|
|
2015
Q2 | $269K | Sell |
3,972
-508
| -11% | -$33.2K | 0.13% | 58 |
|
|
2015
Q1 | $271K | Buy |
+4,480
| New | +$265K | 0.09% | 50 |
|
Other funds holding JPM
VCM
VPM
Pure Financial Advisors's JPM Position: Q1 2026 in Review
Pure Financial Advisors increased its JPMorgan Chase (JPM) stake by 0.28% in Q1 2026, buying an estimated $40.7K and bringing the position to 48,338 shares worth $14.2M. The position accounts for 0.2% of the portfolio, ranked #65.
Pure Financial Advisors first reported a position in JPM in Q1 2015 and has held it in 33 quarters since. The position peaked at $15.5M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Pure Financial Advisors held 48,338 shares of JPMorgan Chase worth $14.2M as of Q1 2026.
- Pure Financial Advisors bought 134 JPMorgan Chase shares in Q1 2026, an estimated $40.7K.
- JPMorgan Chase made up 0.2% of Pure Financial Advisors's portfolio in Q1 2026, its #65 holding.
- Pure Financial Advisors first reported a position in JPMorgan Chase in Q1 2015 and has held it in 33 quarters since.
- Pure Financial Advisors's JPMorgan Chase position peaked at $15.5M in Q4 2025.
- 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.