PrairieView Partners’s JPMorgan Chase JPM Stock Holding History

PrairieView Partners’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
2025 Q2	$391K	Hold	1,350	–	–	0.04%	97
2025 Q1	$331K	Buy	1,350 +50	+4%	+$12.7K	0.03%	103
2024 Q4	$311K	Buy	1,300 +300	+30%	+$69.9K	0.03%	106
2024 Q3	$210K	Hold	1,000	–	–	0.02%	116
2024 Q2	$202K	Hold	1,000	–	–	0.02%	125
2024 Q1	$201K	Hold	1,000	–	–	0.02%	111
2023 Q4	$170K	Sell	1,000 -439	-31%	-$66.5K	0.02%	115
2023 Q3	$208K	Buy	1,439 +2	+0.1%	+$300	0.03%	104
2023 Q2	$209K	Buy	1,437 +424	+42%	+$58.3K	0.03%	112
2023 Q1	$132K	Buy	1,013 +13	+1%	+$1.78K	0.02%	129
2022 Q4	$134K	Hold	1,000	–	–	0.02%	131
2022 Q3	$104K	Sell	1,000 -400	-29%	-$45.9K	0.02%	127
2022 Q2	$158K	Buy	1,400 +400	+40%	+$49.6K	0.02%	112
2022 Q1	$136K	Sell	1,000 -175	-15%	-$25.8K	0.02%	128
2021 Q4	$186K	Buy	1,175 +175	+18%	+$28.7K	0.03%	106
2021 Q3	$164K	Hold	1,000	–	–	0.02%	102
2021 Q2	$156K	Hold	1,000	–	–	0.02%	104
2021 Q1	$152K	Hold	1,000	–	–	0.02%	102
2020 Q4	$127K	Hold	1,000	–	–	0.02%	105
2020 Q3	$96K	Sell	1,000 -105	-10%	-$10.3K	0.02%	109
2020 Q2	$104K	Buy	1,105 +1	+0.1%	+$95	0.02%	104
2020 Q1	$99K	Buy	+1,104	New	+$134K	0.02%	105

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PrairieView Partners's JPM Position: Q2 2025 in Review

PrairieView Partners held its JPMorgan Chase (JPM) position steady in Q2 2025 at 1,350 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #97.

PrairieView Partners first reported a position in JPM in Q1 2020 and has held it in 22 quarters since. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

PrairieView Partners held 1,350 shares of JPMorgan Chase worth $391K as of Q2 2025.
PrairieView Partners left its JPMorgan Chase share count unchanged in Q2 2025.
JPMorgan Chase made up 0.04% of PrairieView Partners's portfolio in Q2 2025, its #97 holding.
PrairieView Partners first reported a position in JPMorgan Chase in Q1 2020 and has held it in 22 quarters since.
4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.