Pursue Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Pursue Wealth Partners’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	$2.49M	Sell	8,462 -96	-1%	-$29.1K	1.49%	19
2025 Q4	$2.76M	Hold	8,558	–	–	1.34%	22
2025 Q3	$2.7M	Buy	8,558 +96	+1%	+$28.6K	1.48%	19
2025 Q2	$2.45M	Sell	8,462 -22	-0.3%	-$5.61K	1.39%	22
2025 Q1	$2.08M	Buy	8,484 +1,010	+14%	+$257K	1.27%	27
2024 Q4	$1.79M	Sell	7,474 -510	-6%	-$119K	1.03%	28
2024 Q3	$1.68M	Hold	7,984	–	–	0.92%	31
2024 Q2	$1.61M	Buy	7,984 +500	+7%	+$97.8K	0.88%	31
2024 Q1	$1.5M	Hold	7,484	–	–	0.88%	28
2023 Q4	$1.27M	Hold	7,484	–	–	0.82%	29
2023 Q3	$1.09M	Sell	7,484 -13	-0.2%	-$1.95K	0.77%	32
2023 Q2	$1.09M	Sell	7,497 -285	-4%	-$39.2K	0.68%	37
2023 Q1	$1.01M	Buy	7,782 +214	+3%	+$29.3K	0.69%	42
2022 Q4	$1.01M	Sell	7,568 -1,813	-19%	-$230K	0.78%	43
2022 Q3	$980K	Sell	9,381 -974	-9%	-$112K	0.7%	42
2022 Q2	$1.17M	Sell	10,355 -7,600	-42%	-$942K	0.74%	41
2022 Q1	$2.35M	Buy	17,955 +7,362	+69%	+$1.09M	0.97%	28
2021 Q4	$1.68M	Buy	+10,593	New	+$1.74M	0.65%	42

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pursue Wealth Partners's JPM Position: Q1 2026 in Review

Pursue Wealth Partners reduced its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, selling an estimated $29.1K and leaving 8,462 shares worth $2.49M. The position accounts for 1.49% of the portfolio, ranked #19.

Pursue Wealth Partners first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.76M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Pursue Wealth Partners held 8,462 shares of JPMorgan Chase worth $2.49M as of Q1 2026.
Pursue Wealth Partners sold 96 JPMorgan Chase shares in Q1 2026, an estimated $29.1K.
JPMorgan Chase made up 1.49% of Pursue Wealth Partners's portfolio in Q1 2026, its #19 holding.
Pursue Wealth Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
Pursue Wealth Partners's JPMorgan Chase position peaked at $2.76M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.