Question 1

How many shares of PRFZ does JPMORGAN CHASE & CO own?

Accepted Answer

As of 2026-Q2, JPMORGAN CHASE & CO holds 154,161 shares of PRFZ (INV RAFI US 1500 SM-USD INC).

Question 2

What is JPMORGAN CHASE & CO's PRFZ position worth?

Accepted Answer

As of 2026-Q2, JPMORGAN CHASE & CO's PRFZ position is worth $8.5M.

Question 3

Is JPMORGAN CHASE & CO buying or selling PRFZ?

Accepted Answer

In 2026-Q2, JPMORGAN CHASE & CO increased their PRFZ position (+21.8% change in shares).

Question 4

When did JPMORGAN CHASE & CO first buy PRFZ?

Accepted Answer

Based on available 13F filings, JPMORGAN CHASE & CO first reported a position in PRFZ in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	154,161	+21.8%	$8.5M	0.0%	$55.77	33
2026-Q1	Increased	126,578	+9.4%	$5.6M	0.0%	$48.10	30
2025-Q4	Decreased	115,712	-55.1%	$5.3M	0.0%	$46.32	0
2025-Q3	Increased	257,786	+429.4%	$11.7M	0.0%	$45.33	45
2025-Q2	Decreased	48,694	-22.6%	$2M	0.0%	$40.46	0
2025-Q1	Increased	62,881	+1.9%	$2.4M	0.0%	$37.65	27
2024-Q4	New	61,707	-	$2.6M	0.0%	$41.24	36

PRFZ7 quarters

PRFZ
7 quarters