PC
JPM icon

Prairiewood Capital’s JPMorgan Chase JPM Stock Holding History

Prairiewood Capital’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 		$364K Sell
1,112
-42
-4% -$13K 0.09% 58
2026
Q1 		$339K Hold
1,154
– – 0.1% 57
2025
Q4 		$372K Sell
1,154
-67
-5% -$20.7K 0.12% 54
2025
Q3 		$385K Buy
1,221
+40
+3% +$11.9K 0.13% 53
2025
Q2 		$342K Buy
1,181
+68
+6% +$17.4K 0.13% 58
2025
Q1 		$273K Sell
1,113
-94
-8% -$24K 0.11% 63
2024
Q4 		$289K Hold
1,207
– – 0.12% 63
2024
Q3 		$255K Hold
1,207
– – 0.11% 68
2024
Q2 		$244K Hold
1,207
– – 0.12% 70
2024
Q1 		$242K Buy
1,207
+20
+2% +$3.61K 0.11% 71
2023
Q4 		$202K Buy
+1,187
New +$180K 0.1% 75
2022
Q2 		– Sell
-1,633
Closed -$223K – 69
2022
Q1 		$223K Hold
1,633
– – 0.16% 63
2021
Q4 		$259K Sell
1,633
-165
-9% -$27.1K 0.2% 65
2021
Q3 		$294K Hold
1,798
– – 0.24% 61
2021
Q2 		$280K Hold
1,798
– – 0.24% 63
2021
Q1 		$274K Buy
1,798
+50
+3% +$7.19K 0.25% 61
2020
Q4 		$222K Buy
+1,748
New +$195K 0.23% 66

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 $3.38T AUM 44.17% 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

Prairiewood Capital's JPM Position: Q2 2026 in Review

Prairiewood Capital reduced its JPMorgan Chase (JPM) stake by 3.6% in Q2 2026, selling an estimated $13K and leaving 1,112 shares worth $364K. The position accounts for 0.09% of the portfolio, ranked #58.

Prairiewood Capital first reported a position in JPM in Q4 2020 and has held it in 17 quarters since. The position peaked at $385K in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Prairiewood Capital held 1,112 shares of JPMorgan Chase worth $364K as of Q2 2026.
  • Prairiewood Capital sold 42 JPMorgan Chase shares in Q2 2026, an estimated $13K.
  • JPMorgan Chase made up 0.09% of Prairiewood Capital's portfolio in Q2 2026, its #58 holding.
  • Prairiewood Capital first reported a position in JPMorgan Chase in Q4 2020 and has held it in 17 quarters since.
  • Prairiewood Capital's JPMorgan Chase position peaked at $385K in Q3 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Prairiewood Capital's 13F filing for Q2 2026, filed 28 Jul 2026.