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PUREfi Wealth’s JPMorgan Chase JPM Stock Holding History

PUREfi Wealth’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.59M Buy
5,472
+638
+13% +$185K 1.27% 14
2025
Q1 		$1.19M Buy
4,834
+339
+8% +$83.2K 1.19% 12
2024
Q4 		$1.08M Buy
+4,495
New +$1.08M 1.05% 14