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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Prosperity Consulting Group's JPM Position: Q1 2026 in Review

Prosperity Consulting Group reduced its JPMorgan Chase (JPM) stake by 2.4% in Q1 2026, selling an estimated $346K and leaving 45,590 shares worth $13.4M. The position accounts for 0.6% of the portfolio, ranked #29.

Prosperity Consulting Group first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.3M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Prosperity Consulting Group held 45,590 shares of JPMorgan Chase worth $13.4M as of Q1 2026.
  • Prosperity Consulting Group sold 1,140 JPMorgan Chase shares in Q1 2026, an estimated $346K.
  • JPMorgan Chase made up 0.6% of Prosperity Consulting Group's portfolio in Q1 2026, its #29 holding.
  • Prosperity Consulting Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Prosperity Consulting Group's JPMorgan Chase position peaked at $15.3M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.