Pursuit Wealth Management’s JPMorgan Chase JPM Stock Holding History

Pursuit Wealth Management’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
2025 Q4	$1.67M	Buy	+5,179	New	+$1.6M	1.43%	18

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Pursuit Wealth Management's JPM Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in JPMorgan Chase (JPM) in Q4 2025: 5,179 shares worth $1.67M. The stake represents 1.43% of the portfolio and ranks #18 among its holdings.

5,125 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Pursuit Wealth Management held 5,179 shares of JPMorgan Chase worth $1.67M as of Q4 2025.
JPMorgan Chase was a new Pursuit Wealth Management position in Q4 2025.
JPMorgan Chase made up 1.43% of Pursuit Wealth Management's portfolio in Q4 2025, its #18 holding.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.