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Prosperitas Financial’s JPMorgan Chase JPM Stock Holding History

Prosperitas Financial’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 		$4.53M Buy
15,396
+472
+3% +$143K 1.69% 24
2025
Q4 		$4.81M Buy
14,924
+386
+3% +$120K 1.87% 17
2025
Q3 		$4.59M Buy
14,538
+254
+2% +$75.5K 1.9% 17
2025
Q2 		$4.14M Buy
14,284
+830
+6% +$212K 1.95% 16
2025
Q1 		$3.3M Buy
13,454
+351
+3% +$89.5K 1.71% 20
2024
Q4 		$3.14M Buy
13,103
+451
+4% +$105K 1.59% 19
2024
Q3 		$2.67M Buy
12,652
+1,003
+9% +$211K 1.44% 26
2024
Q2 		$2.36M Buy
11,649
+75
+0.6% +$14.7K 1.44% 23
2024
Q1 		$2.32M Buy
11,574
+1,273
+12% +$230K 1.49% 21
2023
Q4 		$1.75M Buy
10,301
+925
+10% +$140K 1.29% 23
2023
Q3 		$1.36M Buy
+9,376
New +$1.41M 1.06% 29

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Prosperitas Financial's JPM Position: Q1 2026 in Review

Prosperitas Financial increased its JPMorgan Chase (JPM) stake by 3.2% in Q1 2026, buying an estimated $143K and bringing the position to 15,396 shares worth $4.53M. The position accounts for 1.69% of the portfolio, ranked #24.

Prosperitas Financial first reported a position in JPM in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.81M in Q4 2025. 5,069 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Prosperitas Financial held 15,396 shares of JPMorgan Chase worth $4.53M as of Q1 2026.
  • Prosperitas Financial bought 472 JPMorgan Chase shares in Q1 2026, an estimated $143K.
  • JPMorgan Chase made up 1.69% of Prosperitas Financial's portfolio in Q1 2026, its #24 holding.
  • Prosperitas Financial first reported a position in JPMorgan Chase in Q3 2023 and has held it in 11 quarters since.
  • Prosperitas Financial's JPMorgan Chase position peaked at $4.81M in Q4 2025.
  • 5,069 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.