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Purpose Unlimited Inc’s JPMorgan Chase JPM Stock Holding History

Purpose Unlimited Inc’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
Q1 		$3.38M Sell
11,484
-1,706
-13% -$518K 0.14% 86
2025
Q4 		$4.25M Buy
+13,190
New +$4.08M 0.19% 75

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Purpose Unlimited Inc's JPM Position: Q1 2026 in Review

Purpose Unlimited Inc reduced its JPMorgan Chase (JPM) stake by 13% in Q1 2026, selling an estimated $518K and leaving 11,484 shares worth $3.38M. The position accounts for 0.14% of the portfolio, ranked #86.

Purpose Unlimited Inc first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.25M in Q4 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Purpose Unlimited Inc held 11,484 shares of JPMorgan Chase worth $3.38M as of Q1 2026.
  • Purpose Unlimited Inc sold 1,706 JPMorgan Chase shares in Q1 2026, an estimated $518K.
  • JPMorgan Chase made up 0.14% of Purpose Unlimited Inc's portfolio in Q1 2026, its #86 holding.
  • Purpose Unlimited Inc first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's JPMorgan Chase position peaked at $4.25M in Q4 2025.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.