Prestige Wealth Management Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.57M | Buy |
17,005
+2,184
| +15% | +$678K | 1.01% | 24 |
|
|
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
Prestige Wealth Management Group's JPM Position: Q2 2026 in Review
Prestige Wealth Management Group increased its JPMorgan Chase (JPM) stake by 15% in Q2 2026, buying an estimated $678K and bringing the position to 17,005 shares worth $5.57M. The position accounts for 1.01% of the portfolio, ranked #24.
Prestige Wealth Management Group first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Prestige Wealth Management Group held 17,005 shares of JPMorgan Chase worth $5.57M as of Q2 2026.
- Prestige Wealth Management Group bought 2,184 JPMorgan Chase shares in Q2 2026, an estimated $678K.
- JPMorgan Chase made up 1.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #24 holding.
- Prestige Wealth Management Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.