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Prime Capital Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Prime Capital Investment 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
2025
Q4 		– Sell
-100
Closed -$118 – 1072
2025
Q3 		$118 Hold
100
– – ﹤0.01% 1026
2025
Q2 		$165 Buy
+100
New +$25.5K ﹤0.01% 958

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Prime Capital Investment Advisors's JPM Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its JPMorgan Chase (JPM) stake by 4.6% in Q2 2026, buying an estimated $2.06M and bringing the position to 151,129 shares worth $49.5M. The position accounts for 0.48% of the portfolio, ranked #48.

Prime Capital Investment Advisors first reported a position in JPM in Q1 2018 and has held it in 34 quarters since. The position peaked at $51.1M in Q1 2025. 3,019 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Prime Capital Investment Advisors held 151,129 shares of JPMorgan Chase worth $49.5M as of Q2 2026.
  • Prime Capital Investment Advisors bought 6,636 JPMorgan Chase shares in Q2 2026, an estimated $2.06M.
  • JPMorgan Chase made up 0.48% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • Prime Capital Investment Advisors first reported a position in JPMorgan Chase in Q1 2018 and has held it in 34 quarters since.
  • Prime Capital Investment Advisors's JPMorgan Chase position peaked at $51.1M in Q1 2025.
  • 3,019 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.