SEC 13F Intelligence

Puff Wealth Management, LLC / JPM

Puff Wealth Management, LLC’s Jpmorgan Chase & Co Position

Does Puff Wealth Management, LLC own Jpmorgan Chase & Co (JPM)? Yes — 3.6K shares worth $1M (+1.22% of its 13F portfolio) as of Q2 2026, up from 3.5K shares the prior filed quarter.

Position Value
$1M
Q2 2026
Shares
3.6K
% of Portfolio
+1.22%
Quarters Held
6
currently held

Position History JPM

Reported value by quarter
Q4 ’24: $618,775Q4 ’24Q1 ’25: $599,280Q1 ’25Q2 ’25: $953,128Q2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q2 ’26: $1MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20263.6K$1M+1.22%
Q4 20253.5K$1M+1.49%
Q3 20253.5K$1M+1.68%
Q2 20253.3K$953,128+0.69%
Q1 20252.4K$599,280+0.56%
Q4 20242.6K$618,775+1.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Puff Wealth Management, LLC’s full portfolio or all institutional holders of JPM.