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PUFF WEALTH MANAGEMENT, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PUFF WEALTH MANAGEMENT, LLC on JPM, newest first. How the timeline and the estimate are built.

PUFF WEALTH MANAGEMENT, LLC held 3,691 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,691 shares
    Change vs previous 13F +41 shares

    1.15% of the 13F portfolio, value $1,221,087.

    13F-HR 0002085853-26-001100 filed by PUFF WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,650 shares
    Change vs previous 13F +113 shares

    1.22% of the 13F portfolio, value $1,194,686.

    13F-HR 0002085853-26-000648 filed by PUFF WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,537 shares
    Change vs previous 13F +29 shares

    1.49% of the 13F portfolio, value $1,151,191.

    13F-HR 0002085853-26-000011 filed by PUFF WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,508 shares
    Change vs previous 13F +220 shares

    1.68% of the 13F portfolio, value $1,106,677.

    13F-HR 0002085853-25-000009 filed by PUFF WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,288 shares
    Change vs previous 13F +845 shares

    1.56% of the 13F portfolio, value $953,128.

    13F-HR 0001667731-25-001133 filed by PUFF WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,443 shares
    Change vs previous 13F -138 shares

    1.06% of the 13F portfolio, value $599,280.

    13F-HR 0001667731-25-000431 filed by PUFF WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,581 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $618,775.

    13F-HR 0001667731-25-000188 filed by PUFF WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).