Prosperitas Financial
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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
Q3 		$5.98M Buy
18,079
+1,241
+7% +$434K 1.8% 21
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Prosperitas Financial's JPM Position: Q3 2026 in Review

Prosperitas Financial increased its JPMorgan Chase (JPM) stake by 7.4% in Q3 2026, buying an estimated $434K and bringing the position to 18,079 shares worth $5.98M. The position accounts for 1.8% of the portfolio, ranked #21.

Prosperitas Financial first reported a position in JPM in Q3 2023 and has held it in 13 quarters since. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Prosperitas Financial held 18,079 shares of JPMorgan Chase worth $5.98M as of Q3 2026.
  • Prosperitas Financial bought 1,241 JPMorgan Chase shares in Q3 2026, an estimated $434K.
  • JPMorgan Chase made up 1.8% of Prosperitas Financial's portfolio in Q3 2026, its #21 holding.
  • Prosperitas Financial first reported a position in JPMorgan Chase in Q3 2023 and has held it in 13 quarters since.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Prosperitas Financial's 13F filing for Q3 2026, filed 28 Oct 2026.