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Prestige Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Prestige Wealth Management Group’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 		$4.36M Sell
14,821
-215
-1% -$65.2K 0.86% 26
2025
Q4 		$4.85M Buy
15,036
+553
+4% +$171K 0.92% 24
2025
Q3 		$4.57M Buy
14,483
+171
+1% +$50.9K 0.88% 24
2025
Q2 		$4.15M Sell
14,312
-404
-3% -$103K 0.85% 25
2025
Q1 		$3.61M Sell
14,716
-14
-0.1% -$3.57K 0.77% 25
2024
Q4 		$3.53M Buy
14,730
+310
+2% +$72.2K 0.73% 29
2024
Q3 		$3.04M Sell
14,420
-7,365
-34% -$1.55M 0.63% 30
2024
Q2 		$4.41M Buy
21,785
+6,574
+43% +$1.29M 0.95% 22
2024
Q1 		$3.05M Sell
15,211
-8,417
-36% -$1.52M 0.66% 34
2023
Q4 		$4.02M Buy
23,628
+1,571
+7% +$238K 0.91% 23
2023
Q3 		$3.2M Buy
22,057
+7,984
+57% +$1.2M 0.79% 25
2023
Q2 		$2.05M Sell
14,073
-436
-3% -$60K 0.48% 34
2023
Q1 		$1.89M Buy
14,509
+35
+0.2% +$4.8K 0.48% 38
2022
Q4 		$1.94M Buy
14,474
+1,175
+9% +$149K 0.51% 33
2022
Q3 		$1.39M Buy
13,299
+921
+7% +$106K 0.39% 44
2022
Q2 		$1.39M Buy
12,378
+1,205
+11% +$149K 0.38% 44
2022
Q1 		$1.52M Buy
11,173
+259
+2% +$38.2K 0.37% 42
2021
Q4 		$1.73M Buy
10,914
+346
+3% +$56.8K 0.41% 35
2021
Q3 		$1.73M Sell
10,568
-857
-8% -$134K 0.44% 34
2021
Q2 		$1.78M Buy
11,425
+1,936
+20% +$304K 0.47% 34
2021
Q1 		$1.44M Buy
9,489
+1,592
+20% +$229K 0.39% 36
2020
Q4 		$1M Sell
7,897
-1,564
-17% -$175K 0.27% 44
2020
Q3 		$911K Buy
9,461
+421
+5% +$41.3K 0.28% 46
2020
Q2 		$851K Buy
9,040
+2,056
+29% +$195K 0.3% 39
2020
Q1 		$628K Sell
6,984
-1,540
-18% -$187K 0.26% 42
2019
Q4 		$1.19M Buy
8,524
+2
+0% +$257 0.65% 28
2019
Q3 		$1M Buy
8,522
+29
+0.3% +$3.28K 0.59% 29
2019
Q2 		$950K Buy
8,493
+1,408
+20% +$155K 0.57% 27
2019
Q1 		$717K Sell
7,085
-4,108
-37% -$423K 0.44% 41
2018
Q4 		$1.09M Buy
+11,193
New +$1.19M 0.8% 25

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Prestige Wealth Management Group's JPM Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, selling an estimated $65.2K and leaving 14,821 shares worth $4.36M. The position accounts for 0.86% of the portfolio, ranked #26.

Prestige Wealth Management Group first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.85M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Prestige Wealth Management Group held 14,821 shares of JPMorgan Chase worth $4.36M as of Q1 2026.
  • Prestige Wealth Management Group sold 215 JPMorgan Chase shares in Q1 2026, an estimated $65.2K.
  • JPMorgan Chase made up 0.86% of Prestige Wealth Management Group's portfolio in Q1 2026, its #26 holding.
  • Prestige Wealth Management Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's JPMorgan Chase position peaked at $4.85M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.