Prosperity Wealth Management’s JPMorgan Chase JPM Stock Holding History

Prosperity Wealth Management’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
2025 Q4	$1.05M	Buy	3,271 +10	+0.3%	+$3.1K	0.35%	55
2025 Q3	$1.03M	Buy	3,261 +22	+0.7%	+$6.54K	0.35%	60
2025 Q2	$939K	Sell	3,239 -186	-5%	-$47.5K	0.35%	62
2025 Q1	$840K	Hold	3,425	–	–	0.39%	55
2024 Q4	$821K	Buy	3,425 +45	+1%	+$10.5K	0.34%	53
2024 Q3	$713K	Hold	3,380	–	–	0.28%	57
2024 Q2	$684K	Sell	3,380 -8	-0.2%	-$1.56K	0.34%	58
2024 Q1	$679K	Buy	3,388 +782	+30%	+$141K	0.32%	53
2023 Q4	$443K	Sell	2,606 -485	-16%	-$73.5K	0.29%	59
2023 Q3	$448K	Buy	3,091 +13	+0.4%	+$1.95K	0.29%	61
2023 Q2	$448K	Sell	3,078 -332	-10%	-$45.7K	0.29%	48
2023 Q1	$444K	Buy	3,410 +29	+0.9%	+$3.97K	0.35%	56
2022 Q4	$453K	Buy	+3,381	New	+$428K	0.43%	51

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Prosperity Wealth Management's JPM Position: Q4 2025 in Review

Prosperity Wealth Management increased its JPMorgan Chase (JPM) stake by 0.31% in Q4 2025, buying an estimated $3.1K and bringing the position to 3,271 shares worth $1.05M. The position accounts for 0.35% of the portfolio, ranked #55.

Prosperity Wealth Management first reported a position in JPM in Q4 2022 and has held it in 13 quarters since. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Prosperity Wealth Management held 3,271 shares of JPMorgan Chase worth $1.05M as of Q4 2025.
Prosperity Wealth Management bought 10 JPMorgan Chase shares in Q4 2025, an estimated $3.1K.
JPMorgan Chase made up 0.35% of Prosperity Wealth Management's portfolio in Q4 2025, its #55 holding.
Prosperity Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 13 quarters since.
5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.