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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
Q2 		$5.51M Buy
16,838
+1,442
+9% +$448K 1.76% 23
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Prosperitas Financial's JPM Position: Q2 2026 in Review

Prosperitas Financial increased its JPMorgan Chase (JPM) stake by 9.4% in Q2 2026, buying an estimated $448K and bringing the position to 16,838 shares worth $5.51M. The position accounts for 1.76% of the portfolio, ranked #23.

Prosperitas Financial first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. 5,152 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Prosperitas Financial held 16,838 shares of JPMorgan Chase worth $5.51M as of Q2 2026.
  • Prosperitas Financial bought 1,442 JPMorgan Chase shares in Q2 2026, an estimated $448K.
  • JPMorgan Chase made up 1.76% of Prosperitas Financial's portfolio in Q2 2026, its #23 holding.
  • Prosperitas Financial first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
  • 5,152 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Prosperitas Financial's 13F filing for Q2 2026, filed 19 Aug 2026.