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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
Q2 		$10.9M Buy
33,415
+8,387
+34% +$2.6M 1.63% 9
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 $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 $3.37T AUM 44.26% 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

Prevail Innovative Wealth Advisors's JPM Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its JPMorgan Chase (JPM) stake by 34% in Q2 2026, buying an estimated $2.6M and bringing the position to 33,415 shares worth $10.9M. The position accounts for 1.63% of the portfolio, ranked #9.

Prevail Innovative Wealth Advisors first reported a position in JPM in Q3 2023 and has held it in 10 quarters since. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 33,415 shares of JPMorgan Chase worth $10.9M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 8,387 JPMorgan Chase shares in Q2 2026, an estimated $2.6M.
  • JPMorgan Chase made up 1.63% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Prevail Innovative Wealth Advisors first reported a position in JPMorgan Chase in Q3 2023 and has held it in 10 quarters since.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.