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Prevail Innovative Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Prevail Innovative Wealth Advisors’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 		$7.36M Buy
25,028
+4,278
+21% +$1.3M 1.24% 29
2025
Q4 		$6.69M Buy
20,750
+1,543
+8% +$478K 1.2% 17
2025
Q3 		$6.06M Buy
19,207
+17,754
+1,222% +$5.28M 1.18% 17
2025
Q2 		$421K Buy
1,453
+187
+15% +$47.7K 0.09% 171
2025
Q1 		$311K Buy
1,266
+216
+21% +$55.1K 0.08% 155
2024
Q4 		$252K Sell
1,050
-100
-9% -$23.3K 0.07% 144
2024
Q3 		$242K Buy
+1,150
New +$242K 0.07% 148
2024
Q1 		– Sell
-18,222
Closed -$3.1M – 173
2023
Q4 		$3.1M Buy
18,222
+2,067
+13% +$313K 1.48% 14
2023
Q3 		$2.34M Buy
+16,155
New +$2.42M 1.22% 30

Other funds holding JPM

BlackRock
BlackRock New York $5.7T 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