Prospect Financial Services’s JPMorgan Chase JPM Stock Holding History

Prospect Financial Services’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	$456K	Buy	1,551 +27	+2%	+$8.19K	0.28%	62
2025 Q4	$491K	Sell	1,524 -23	-1%	-$7.12K	0.28%	60
2025 Q3	$488K	Buy	1,547 +49	+3%	+$14.6K	0.28%	64
2025 Q2	$434K	Sell	1,498 -375	-20%	-$95.7K	0.27%	66
2025 Q1	$459K	Buy	1,873 +3	+0.2%	+$765	0.25%	63
2024 Q4	$448K	Sell	1,870 -182	-9%	-$42.4K	0.24%	61
2024 Q3	$433K	Sell	2,052 -171	-8%	-$36K	0.27%	57
2024 Q2	$450K	Buy	2,223 +2	+0.1%	+$391	0.35%	48
2024 Q1	$445K	Buy	2,221 +283	+15%	+$51.1K	0.37%	47
2023 Q4	$330K	Buy	+1,938	New	+$294K	0.33%	53

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Prospect Financial Services's JPM Position: Q1 2026 in Review

Prospect Financial Services increased its JPMorgan Chase (JPM) stake by 1.8% in Q1 2026, buying an estimated $8.19K and bringing the position to 1,551 shares worth $456K. The position accounts for 0.28% of the portfolio, ranked #62.

Prospect Financial Services first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $491K in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Prospect Financial Services held 1,551 shares of JPMorgan Chase worth $456K as of Q1 2026.
Prospect Financial Services bought 27 JPMorgan Chase shares in Q1 2026, an estimated $8.19K.
JPMorgan Chase made up 0.28% of Prospect Financial Services's portfolio in Q1 2026, its #62 holding.
Prospect Financial Services first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Prospect Financial Services's JPMorgan Chase position peaked at $491K in Q4 2025.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.