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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.36M Buy
7,125
+994
+16% +$348K 1.1% 18
2026
Q2 		$2.01M Buy
6,131
+322
+6% +$100K 1.1% 18
2026
Q1 		$1.71M Buy
5,809
+160
+3% +$48.6K 1.12% 21
2025
Q4 		$1.82M Sell
5,649
-59
-1% -$18.3K 1.39% 16
2025
Q3 		$1.8M Buy
5,708
+236
+4% +$70.2K 1.39% 15
2025
Q2 		$1.59M Buy
5,472
+638
+13% +$163K 1.27% 14
2025
Q1 		$1.19M Buy
4,834
+339
+8% +$86.4K 1.19% 12
2024
Q4 		$1.08M Buy
+4,495
New +$1.05M 1.05% 14

Other funds holding JPM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

PUREfi Wealth's JPM Position: Q3 2026 in Review

PUREfi Wealth increased its JPMorgan Chase (JPM) stake by 16% in Q3 2026, buying an estimated $348K and bringing the position to 7,125 shares worth $2.36M. The position accounts for 1.1% of the portfolio, ranked #18.

PUREfi Wealth first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. 1,140 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • PUREfi Wealth held 7,125 shares of JPMorgan Chase worth $2.36M as of Q3 2026.
  • PUREfi Wealth bought 994 JPMorgan Chase shares in Q3 2026, an estimated $348K.
  • JPMorgan Chase made up 1.1% of PUREfi Wealth's portfolio in Q3 2026, its #18 holding.
  • PUREfi Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • 1,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.