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 Q2	$2.77M	Hold	8,462	–	–	1.55%	21
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pursue Wealth Partners's JPM Position: Q2 2026 in Review

Pursue Wealth Partners held its JPMorgan Chase (JPM) position steady in Q2 2026 at 8,462 shares worth $2.77M. The position accounts for 1.55% of the portfolio, ranked #21.

Pursue Wealth Partners first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,141 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Pursue Wealth Partners held 8,462 shares of JPMorgan Chase worth $2.77M as of Q2 2026.
Pursue Wealth Partners left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 1.55% of Pursue Wealth Partners's portfolio in Q2 2026, its #21 holding.
Pursue Wealth Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pursue Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.