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Prosperity Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Prosperity Capital Advisors’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 		$1.36M Buy
4,162
+501
+14% +$156K 0.07% 163
2026
Q1 		$1.08M Sell
3,661
-512
-12% -$155K 0.06% 183
2025
Q4 		$1.34M Sell
4,173
-2,005
-32% -$621K 0.08% 150
2025
Q3 		$1.95M Buy
6,178
+556
+10% +$165K 0.11% 125
2025
Q2 		$1.63M Buy
5,622
+746
+15% +$190K 0.11% 132
2025
Q1 		$1.19M Buy
4,876
+308
+7% +$78.5K 0.09% 142
2024
Q4 		$1.1M Sell
4,568
-13
-0.3% -$3.03K 0.09% 150
2024
Q3 		$966K Buy
4,581
+375
+9% +$79K 0.08% 164
2024
Q2 		$851K Sell
4,206
-2,026
-33% -$396K 0.09% 148
2024
Q1 		$1.25M Buy
6,232
+2,513
+68% +$453K 0.15% 115
2023
Q4 		$633K Sell
3,719
-267
-7% -$40.5K 0.07% 137
2023
Q3 		$578K Buy
3,986
+855
+27% +$128K 0.08% 122
2023
Q2 		$455K Sell
3,131
-809
-21% -$111K 0.06% 144
2023
Q1 		$513K Buy
3,940
+186
+5% +$25.5K 0.08% 115
2022
Q4 		$503K Buy
+3,754
New +$476K 0.16% 99

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Prosperity Capital Advisors's JPM Position: Q2 2026 in Review

Prosperity Capital Advisors increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $156K and bringing the position to 4,162 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #163.

Prosperity Capital Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.95M in Q3 2025. 3,416 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Prosperity Capital Advisors held 4,162 shares of JPMorgan Chase worth $1.36M as of Q2 2026.
  • Prosperity Capital Advisors bought 501 JPMorgan Chase shares in Q2 2026, an estimated $156K.
  • JPMorgan Chase made up 0.07% of Prosperity Capital Advisors's portfolio in Q2 2026, its #163 holding.
  • Prosperity Capital Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's JPMorgan Chase position peaked at $1.95M in Q3 2025.
  • 3,416 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.