Prasad Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Prasad Wealth 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
2026 Q1	$1.13M	Buy	3,831 +95	+3%	+$28.8K	0.31%	52
2025 Q4	$1.2M	Sell	3,736 -71	-2%	-$22K	0.32%	49
2025 Q3	$1.2M	Sell	3,807 -292	-7%	-$86.8K	0.33%	44
2025 Q2	$1.19M	Buy	4,099 +2,395	+141%	+$611K	0.35%	48
2025 Q1	$418K	Buy	1,704 +199	+13%	+$50.7K	0.14%	72
2024 Q4	$361K	Buy	+1,505	New	+$351K	0.12%	71

Other funds holding JPM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Prasad Wealth Partners's JPM Position: Q1 2026 in Review

Prasad Wealth Partners increased its JPMorgan Chase (JPM) stake by 2.5% in Q1 2026, buying an estimated $28.8K and bringing the position to 3,831 shares worth $1.13M. The position accounts for 0.31% of the portfolio, ranked #52.

Prasad Wealth Partners first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.2M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Prasad Wealth Partners held 3,831 shares of JPMorgan Chase worth $1.13M as of Q1 2026.
Prasad Wealth Partners bought 95 JPMorgan Chase shares in Q1 2026, an estimated $28.8K.
JPMorgan Chase made up 0.31% of Prasad Wealth Partners's portfolio in Q1 2026, its #52 holding.
Prasad Wealth Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Prasad Wealth Partners's JPMorgan Chase position peaked at $1.2M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Prasad Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.