PG
JPM icon

Prostatis Group’s JPMorgan Chase JPM Stock Holding History

Prostatis 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 		$1.24M Sell
3,790
-1,039
-22% -$323K 0.29% 65
2026
Q1 		$1.42M Buy
4,829
+202
+4% +$61.3K 0.36% 62
2025
Q4 		$1.49M Buy
4,627
+2,113
+84% +$654K 0.36% 60
2025
Q3 		$793K Sell
2,514
-261
-9% -$77.6K 0.2% 83
2025
Q2 		$804K Sell
2,775
-474
-15% -$121K 0.23% 82
2025
Q1 		$797K Sell
3,249
-433
-12% -$110K 0.25% 77
2024
Q4 		$883K Buy
3,682
+300
+9% +$69.9K 0.26% 78
2024
Q3 		$713K Sell
3,382
-381
-10% -$80.3K 0.23% 74
2024
Q2 		$761K Buy
3,763
+774
+26% +$151K 0.27% 80
2024
Q1 		$599K Sell
2,989
-502
-14% -$90.6K 0.23% 85
2023
Q4 		$594K Buy
3,491
+139
+4% +$21.1K 0.25% 77
2023
Q3 		$517K Sell
3,352
-4,322
-56% -$648K 0.25% 65
2023
Q2 		$1.12M Sell
7,674
-372
-5% -$51.2K 0.52% 47
2023
Q1 		$1.06M Buy
8,046
+74
+0.9% +$10.1K 0.56% 48
2022
Q4 		$1.07M Buy
7,972
+5,775
+263% +$732K 0.65% 39
2022
Q3 		$230K Buy
2,197
+182
+9% +$20.9K 0.26% 56
2022
Q2 		$227K Sell
2,015
-8,999
-82% -$1.11M 0.35% 40
2022
Q1 		$1.5M Buy
11,014
+597
+6% +$88.1K 1.2% 28
2021
Q4 		$1.65M Buy
10,417
+9,092
+686% +$1.49M 1.01% 31
2021
Q3 		$217K Sell
1,325
-4
-0.3% -$627 0.13% 93
2021
Q2 		$207K Sell
1,329
-6
-0.4% -$942 0.14% 99
2021
Q1 		$203K Buy
+1,335
New +$192K 0.16% 91

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 $3.38T AUM 44.17% 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

Prostatis Group's JPM Position: Q2 2026 in Review

Prostatis Group reduced its JPMorgan Chase (JPM) stake by 22% in Q2 2026, selling an estimated $323K and leaving 3,790 shares worth $1.24M. The position accounts for 0.29% of the portfolio, ranked #65.

Prostatis Group first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.65M in Q4 2021. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Prostatis Group held 3,790 shares of JPMorgan Chase worth $1.24M as of Q2 2026.
  • Prostatis Group sold 1,039 JPMorgan Chase shares in Q2 2026, an estimated $323K.
  • JPMorgan Chase made up 0.29% of Prostatis Group's portfolio in Q2 2026, its #65 holding.
  • Prostatis Group first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • Prostatis Group's JPMorgan Chase position peaked at $1.65M in Q4 2021.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Prostatis Group's 13F filing for Q2 2026, filed 14 Aug 2026.