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Prosperity Consulting Group’s JPMorgan Chase JPM Stock Holding History

Prosperity Consulting Group’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 		$15.5M Buy
47,362
+1,772
+4% +$550K 0.59% 32
2026
Q1 		$13.4M Sell
45,590
-1,140
-2% -$346K 0.6% 29
2025
Q4 		$15.1M Sell
46,730
-1,731
-4% -$536K 0.68% 27
2025
Q3 		$15.3M Buy
48,461
+1,652
+4% +$491K 0.75% 27
2025
Q2 		$13.6M Buy
46,809
+634
+1% +$162K 0.99% 19
2025
Q1 		$11.3M Buy
46,175
+486
+1% +$124K 0.88% 23
2024
Q4 		$11M Buy
45,689
+626
+1% +$146K 0.82% 25
2024
Q3 		$9.5M Buy
45,063
+13,880
+45% +$2.92M 0.74% 27
2024
Q2 		$6.31M Buy
31,183
+500
+2% +$97.8K 0.86% 24
2024
Q1 		$6.15M Buy
30,683
+1,777
+6% +$321K 0.77% 27
2023
Q4 		$4.92M Buy
28,906
+2,488
+9% +$377K 1.65% 14
2023
Q3 		$3.83M Buy
26,418
+6,736
+34% +$1.01M 1.76% 14
2023
Q2 		$2.86M Sell
19,682
-797
-4% -$110K 1.76% 16
2023
Q1 		$2.67M Sell
20,479
-342
-2% -$46.9K 1.69% 18
2022
Q4 		$2.79M Buy
20,821
+514
+3% +$65.1K 1.86% 15
2022
Q3 		$2.12M Buy
20,307
+474
+2% +$54.4K 1.74% 13
2022
Q2 		$2.23M Buy
19,833
+95
+0.5% +$11.8K 1.93% 12
2022
Q1 		$2.69M Sell
19,738
-361
-2% -$53.3K 2% 10
2021
Q4 		$3.01M Buy
+20,099
New +$3.3M 2.26% 9

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 $3.37T AUM 44.26% 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

Prosperity Consulting Group's JPM Position: Q2 2026 in Review

Prosperity Consulting Group increased its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, buying an estimated $550K and bringing the position to 47,362 shares worth $15.5M. The position accounts for 0.59% of the portfolio, ranked #32.

Prosperity Consulting Group first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Prosperity Consulting Group held 47,362 shares of JPMorgan Chase worth $15.5M as of Q2 2026.
  • Prosperity Consulting Group bought 1,772 JPMorgan Chase shares in Q2 2026, an estimated $550K.
  • JPMorgan Chase made up 0.59% of Prosperity Consulting Group's portfolio in Q2 2026, its #32 holding.
  • Prosperity Consulting Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.