Purus Wealth Management
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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
Q3 		$4.91M Sell
14,851
-135
-0.9% -$47.2K 1.34% 17
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Purus Wealth Management's JPM Position: Q3 2026 in Review

Purus Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.9% in Q3 2026, selling an estimated $47.2K and leaving 14,851 shares worth $4.91M. The position accounts for 1.34% of the portfolio, ranked #17.

Purus Wealth Management first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Purus Wealth Management held 14,851 shares of JPMorgan Chase worth $4.91M as of Q3 2026.
  • Purus Wealth Management sold 135 JPMorgan Chase shares in Q3 2026, an estimated $47.2K.
  • JPMorgan Chase made up 1.34% of Purus Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Purus Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Purus Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.