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Prosperity Financial Group’s JPMorgan Chase JPM Stock Holding History

Prosperity Financial 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 		$4.51M Buy
13,788
+36
+0.3% +$11.2K 1.4% 19
2026
Q1 		$4.05M Buy
13,752
+3,092
+29% +$938K 1.49% 16
2025
Q4 		$3.43M Buy
10,660
+270
+3% +$83.6K 1.24% 24
2025
Q3 		$3.28M Buy
10,390
+3,103
+43% +$923K 1.2% 28
2025
Q2 		$2.11M Buy
7,287
+627
+9% +$160K 0.9% 36
2025
Q1 		$1.63M Buy
6,660
+468
+8% +$119K 0.81% 36
2024
Q4 		$1.48M Buy
6,192
+66
+1% +$15.4K 0.74% 41
2024
Q3 		$1.29M Buy
6,126
+359
+6% +$75.6K 0.72% 39
2024
Q2 		$1.17M Buy
5,767
+4
+0.1% +$782 0.74% 39
2024
Q1 		$1.15M Buy
5,763
+2,158
+60% +$389K 0.71% 41
2023
Q4 		$613K Buy
3,605
+220
+6% +$33.3K 0.43% 54
2023
Q3 		$491K Buy
3,385
+153
+5% +$22.9K 0.41% 55
2023
Q2 		$470K Buy
3,232
+716
+28% +$98.5K 0.41% 58
2023
Q1 		$328K Sell
2,516
-124
-5% -$17K 0.33% 69
2022
Q4 		$354K Buy
+2,640
New +$335K 0.38% 54

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 Financial Group's JPM Position: Q2 2026 in Review

Prosperity Financial Group increased its JPMorgan Chase (JPM) stake by 0.26% in Q2 2026, buying an estimated $11.2K and bringing the position to 13,788 shares worth $4.51M. The position accounts for 1.4% of the portfolio, ranked #19.

Prosperity Financial Group first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Prosperity Financial Group held 13,788 shares of JPMorgan Chase worth $4.51M as of Q2 2026.
  • Prosperity Financial Group bought 36 JPMorgan Chase shares in Q2 2026, an estimated $11.2K.
  • JPMorgan Chase made up 1.4% of Prosperity Financial Group's portfolio in Q2 2026, its #19 holding.
  • Prosperity Financial Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.