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Prospera Financial Services’s JPMorgan Chase JPM Stock Holding History

Prospera 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
Q2 		$75.3M Sell
229,858
-2,170
-0.9% -$674K 1.09% 11
2026
Q1 		$68.3M Sell
232,028
-1,256
-0.5% -$381K 1.1% 9
2025
Q4 		$75.2M Sell
233,284
-6,225
-3% -$1.93M 1.23% 10
2025
Q3 		$75.6M Buy
239,509
+17,020
+8% +$5.06M 1.29% 7
2025
Q2 		$64.5M Buy
222,489
+43,700
+24% +$11.2M 1.2% 9
2025
Q1 		$43.9M Buy
178,789
+6,208
+4% +$1.58M 1.01% 10
2024
Q4 		$41.4M Buy
172,581
+19,186
+13% +$4.47M 0.96% 11
2024
Q3 		$32.4M Buy
153,395
+10,172
+7% +$2.14M 0.83% 17
2024
Q2 		$29M Buy
143,223
+7,066
+5% +$1.38M 0.81% 19
2024
Q1 		$27.3M Buy
136,157
+128
+0.1% +$23.1K 0.81% 18
2023
Q4 		$23.1M Buy
136,029
+936
+0.7% +$142K 0.77% 18
2023
Q3 		$19.6M Buy
135,093
+606
+0.5% +$90.8K 0.76% 22
2023
Q2 		$19.6M Buy
134,487
+13,287
+11% +$1.83M 0.75% 21
2023
Q1 		$15.8M Buy
121,200
+32,096
+36% +$4.4M 0.65% 24
2022
Q4 		$11.9M Sell
89,104
-29,984
-25% -$3.8M 0.6% 23
2022
Q3 		$12.4M Buy
119,088
+6,675
+6% +$766K 0.65% 22
2022
Q2 		$12.7M Buy
112,413
+11,585
+11% +$1.44M 0.65% 21
2022
Q1 		$13.8M Sell
100,828
-10,497
-9% -$1.55M 0.58% 20
2021
Q4 		$17.6M Buy
111,325
+15,056
+16% +$2.47M 0.76% 14
2021
Q3 		$15.8M Buy
96,269
+3,744
+4% +$587K 0.79% 14
2021
Q2 		$14.4M Buy
92,525
+3,322
+4% +$522K 0.72% 14
2021
Q1 		$13.6M Buy
89,203
+12,368
+16% +$1.78M 0.81% 13
2020
Q4 		$9.77M Buy
76,835
+57,312
+294% +$6.41M 0.67% 16
2020
Q3 		$1.88M Sell
19,523
-51,602
-73% -$5.07M 0.72% 28
2020
Q2 		$6.69M Buy
71,125
+11,157
+19% +$1.06M 0.59% 19
2020
Q1 		$5.4M Buy
59,968
+6,630
+12% +$806K 0.57% 24
2019
Q4 		$7.43M Buy
53,338
+11,649
+28% +$1.49M 0.57% 20
2019
Q3 		$4.91M Buy
41,689
+3,199
+8% +$362K 0.5% 23
2019
Q2 		$4.33M Buy
+38,490
New +$4.24M 0.49% 24
2019
Q1 		– Sell
-29,210
Closed -$2.88M – 390
2018
Q4 		$2.88M Buy
29,210
+2,330
+9% +$248K 0.58% 25
2018
Q3 		$2.99M Sell
26,880
-8,512
-24% -$966K 0.56% 28
2018
Q2 		$3.68M Buy
35,392
+103
+0.3% +$11.3K 0.5% 33
2018
Q1 		$3.9M Buy
35,289
+4,261
+14% +$482K 0.54% 25
2017
Q4 		$3.35M Sell
31,028
-3,649
-11% -$369K 0.51% 30
2017
Q3 		$3.33M Buy
34,677
+16,468
+90% +$1.52M 0.51% 29
2017
Q2 		$1.69M Buy
18,209
+933
+5% +$80.5K 0.27% 75
2017
Q1 		$1.5M Sell
17,276
-487
-3% -$43K 0.27% 74
2016
Q4 		$1.53M Buy
17,763
+3,888
+28% +$296K 0.3% 60
2016
Q3 		$924K Buy
13,875
+1,279
+10% +$83.4K 0.19% 102
2016
Q2 		$783K Buy
12,596
+837
+7% +$52.3K 0.16% 115
2016
Q1 		$702K Buy
11,759
+958
+9% +$55.9K 0.16% 108
2015
Q4 		$713K Buy
10,801
+2,512
+30% +$164K 0.16% 94
2015
Q3 		$457K Buy
8,289
+2,440
+42% +$160K 0.12% 127
2015
Q2 		$342K Sell
5,849
-218
-4% -$14.2K 0.08% 184
2015
Q1 		$319K Buy
6,067
+1,222
+25% +$72.4K 0.07% 207
2014
Q4 		$303K Buy
4,845
+203
+4% +$12.2K 0.08% 206
2014
Q3 		$231K Sell
4,642
-152
-3% -$8.88K 0.06% 241
2014
Q2 		$276K Buy
+4,794
New +$270K 0.07% 204
2014
Q1 		– Sell
-4,274
Closed -$250K – 276
2013
Q4 		$250K Sell
4,274
-1,739
-29% -$95.3K 0.08% 193
2013
Q3 		$312K Sell
6,013
-566
-9% -$30.4K 0.12% 149
2013
Q2 		$345K Buy
+6,579
New +$334K 0.16% 141

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Prospera Financial Services's JPM Position: Q2 2026 in Review

Prospera Financial Services reduced its JPMorgan Chase (JPM) stake by 0.94% in Q2 2026, selling an estimated $674K and leaving 229,858 shares worth $75.3M. The position accounts for 1.09% of the portfolio, ranked #11.

Prospera Financial Services first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. The position peaked at $75.6M in Q3 2025. 1,399 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Prospera Financial Services held 229,858 shares of JPMorgan Chase worth $75.3M as of Q2 2026.
  • Prospera Financial Services sold 2,170 JPMorgan Chase shares in Q2 2026, an estimated $674K.
  • JPMorgan Chase made up 1.09% of Prospera Financial Services's portfolio in Q2 2026, its #11 holding.
  • Prospera Financial Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
  • Prospera Financial Services's JPMorgan Chase position peaked at $75.6M in Q3 2025.
  • 1,399 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.