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Purus Wealth Management’s JPMorgan Chase JPM Stock Holding History

Purus 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
2026
Q2 		$4.91M Buy
14,986
+23
+0.2% +$7.14K 1.35% 19
2026
Q1 		$4.4M Sell
14,963
-106
-0.7% -$32.2K 1.4% 16
2025
Q4 		$4.86M Sell
15,069
-399
-3% -$124K 1.51% 15
2025
Q3 		$4.88M Buy
15,468
+1
+0% +$297 1.56% 15
2025
Q2 		$4.48M Buy
15,467
+2,180
+16% +$556K 1.56% 14
2025
Q1 		$3.26M Buy
13,287
+546
+4% +$139K 1.39% 17
2024
Q4 		$3.05M Buy
12,741
+477
+4% +$111K 1.21% 19
2024
Q3 		$2.59M Sell
12,264
-358
-3% -$75.4K 1.1% 23
2024
Q2 		$2.55M Buy
12,622
+2,067
+20% +$404K 1.13% 22
2024
Q1 		$2.11M Buy
10,555
+1,836
+21% +$331K 1.04% 27
2023
Q4 		$1.48M Buy
8,719
+618
+8% +$93.7K 0.86% 36
2023
Q3 		$1.17M Buy
8,101
+387
+5% +$58K 0.79% 37
2023
Q2 		$1.12M Buy
7,714
+201
+3% +$27.6K 0.73% 39
2023
Q1 		$979K Buy
7,513
+552
+8% +$75.6K 0.77% 31
2022
Q4 		$934K Sell
6,961
-39
-0.6% -$4.94K 0.85% 30
2022
Q3 		$731K Sell
7,000
-109
-2% -$12.5K 0.67% 36
2022
Q2 		$801K Sell
7,109
-173
-2% -$21.4K 0.71% 35
2022
Q1 		$993K Sell
7,282
-113
-2% -$16.7K 0.69% 33
2021
Q4 		$1.17M Sell
7,395
-43
-0.6% -$7.06K 0.73% 36
2021
Q3 		$1.22M Buy
7,438
+281
+4% +$44.1K 0.84% 32
2021
Q2 		$1.11M Buy
7,157
+1,869
+35% +$294K 0.8% 32
2021
Q1 		$805K Buy
5,288
+665
+14% +$95.7K 0.68% 37
2020
Q4 		$588K Buy
+4,623
New +$517K 0.52% 42

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Purus Wealth Management's JPM Position: Q2 2026 in Review

Purus Wealth Management increased its JPMorgan Chase (JPM) stake by 0.15% in Q2 2026, buying an estimated $7.14K and bringing the position to 14,986 shares worth $4.91M. The position accounts for 1.35% of the portfolio, ranked #19.

Purus Wealth Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Purus Wealth Management held 14,986 shares of JPMorgan Chase worth $4.91M as of Q2 2026.
  • Purus Wealth Management bought 23 JPMorgan Chase shares in Q2 2026, an estimated $7.14K.
  • JPMorgan Chase made up 1.35% of Purus Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Purus Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Purus Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.