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Prairie Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Prairie Wealth Advisors’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 		– Hold
0
– – – 34
2026
Q1 		– Hold
0
– – – 118
2025
Q4 		– Sell
-960
Closed -$297K – 116
2025
Q3 		$303K Hold
960
– – 0.12% 114
2025
Q2 		$278K Sell
960
-207
-18% -$52.8K 0.12% 119
2025
Q1 		$286K Buy
1,167
+1
+0.1% +$255 0.14% 111
2024
Q4 		$280K Sell
1,166
-34
-3% -$7.92K 0.13% 122
2024
Q3 		$253K Buy
1,200
+126
+12% +$26.5K 0.13% 127
2024
Q2 		$217K Sell
1,074
-913
-46% -$178K 0.11% 133
2024
Q1 		$398K Buy
+1,987
New +$359K 0.19% 103

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

Prairie Wealth Advisors's JPM Position: Q2 2026 in Review

Prairie Wealth Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 0 shares worth $2.86M. The position accounts for 0.68% of the portfolio, ranked #34.

Prairie Wealth Advisors first reported a position in JPM in Q1 2024 and has held it in 7 quarters since. The position peaked at $398K in Q1 2024. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Prairie Wealth Advisors held 0 shares of JPMorgan Chase worth $2.86M as of Q2 2026.
  • Prairie Wealth Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.68% of Prairie Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Prairie Wealth Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 7 quarters since.
  • Prairie Wealth Advisors's JPMorgan Chase position peaked at $398K in Q1 2024.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Prairie Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.