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Prossimo Advisors’s JPMorgan Chase JPM Stock Holding History

Prossimo 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 		$353K Hold
1,077
– – 2.03% 18
2026
Q1 		$317K Buy
1,077
+11
+1% +$3.34K 1.93% 18
2025
Q4 		$343K Buy
1,066
+17
+2% +$5.26K 2.21% 15
2025
Q3 		$331K Sell
1,049
-7,782
-88% -$2.31M 2.43% 13
2025
Q2 		$2.56M Buy
8,831
+10
+0.1% +$2.55K 2.06% 8
2025
Q1 		$2.16M Buy
8,821
+47
+0.5% +$12K 1.63% 12
2024
Q4 		$2.1M Buy
8,774
+34
+0.4% +$7.92K 1.52% 12
2024
Q3 		$1.84M Buy
8,740
+47
+0.5% +$9.9K 1.35% 14
2024
Q2 		$1.76M Buy
8,693
+45
+0.5% +$8.8K 1.59% 10
2024
Q1 		$1.73M Sell
8,648
-25
-0.3% -$4.51K 3.35% 7
2023
Q4 		$1.48M Buy
8,673
+136
+2% +$20.6K 3.12% 7
2023
Q3 		$1.24M Sell
8,537
-55
-0.6% -$8.24K 2.92% 7
2023
Q2 		$1.25M Sell
8,592
-50
-0.6% -$6.88K 1.2% 16
2023
Q1 		$1.13M Buy
8,642
+323
+4% +$44.3K 2.75% 7
2022
Q4 		$1.12M Buy
+8,319
New +$1.05M 2.58% 8

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Prossimo Advisors's JPM Position: Q2 2026 in Review

Prossimo Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,077 shares worth $353K. The position accounts for 2.03% of the portfolio, ranked #18.

Prossimo Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.56M in Q2 2025. 2,932 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Prossimo Advisors held 1,077 shares of JPMorgan Chase worth $353K as of Q2 2026.
  • Prossimo Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 2.03% of Prossimo Advisors's portfolio in Q2 2026, its #18 holding.
  • Prossimo Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Prossimo Advisors's JPMorgan Chase position peaked at $2.56M in Q2 2025.
  • 2,932 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Prossimo Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.