Prospera Capital Management
JPM icon

Prospera Capital Management’s JPMorgan Chase JPM Stock Holding History

Prospera Capital Management’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
Q3 		$1.04M Buy
3,155
+703
+29% +$246K 0.26% 23
2026
Q2 		$828K Hold
2,452
– – 0.26% 27
2026
Q1 		$721K Buy
2,452
+10
+0.4% +$3.04K 0.36% 23
2025
Q4 		$787K Buy
2,442
+10
+0.4% +$3.1K 0.4% 18
2025
Q3 		$767K Buy
2,432
+10
+0.4% +$2.97K 0.37% 20
2025
Q2 		$702K Buy
2,422
+76
+3% +$19.4K 0.39% 21
2025
Q1 		$575K Buy
+2,346
New +$598K 0.37% 21

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Prospera Capital Management's JPM Position: Q3 2026 in Review

Prospera Capital Management increased its JPMorgan Chase (JPM) stake by 29% in Q3 2026, buying an estimated $246K and bringing the position to 3,155 shares worth $1.04M. The position accounts for 0.26% of the portfolio, ranked #23.

Prospera Capital Management first reported a position in JPM in Q1 2025 and has held it in 7 quarters since. 2,564 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Prospera Capital Management held 3,155 shares of JPMorgan Chase worth $1.04M as of Q3 2026.
  • Prospera Capital Management bought 703 JPMorgan Chase shares in Q3 2026, an estimated $246K.
  • JPMorgan Chase made up 0.26% of Prospera Capital Management's portfolio in Q3 2026, its #23 holding.
  • Prospera Capital Management first reported a position in JPMorgan Chase in Q1 2025 and has held it in 7 quarters since.
  • 2,564 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Prospera Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.