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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
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
-837,423
-100% -$126M 0.25% 65
2023
Q2 		$1.12M Buy
840,775
+832,729
+10,350% +$115M 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 $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

Prostatis Group's JPM Position: Q1 2026 in Review

Prostatis Group increased its JPMorgan Chase (JPM) stake by 4.4% in Q1 2026, buying an estimated $61.3K and bringing the position to 4,829 shares worth $1.42M. The position accounts for 0.36% of the portfolio, ranked #62.

Prostatis Group first reported a position in JPM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.65M in Q4 2021. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Prostatis Group held 4,829 shares of JPMorgan Chase worth $1.42M as of Q1 2026.
  • Prostatis Group bought 202 JPMorgan Chase shares in Q1 2026, an estimated $61.3K.
  • JPMorgan Chase made up 0.36% of Prostatis Group's portfolio in Q1 2026, its #62 holding.
  • Prostatis Group first reported a position in JPMorgan Chase in Q1 2021 and has held it in 21 quarters since.
  • Prostatis Group's JPMorgan Chase position peaked at $1.65M in Q4 2021.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Prostatis Group's 13F filing for Q1 2026, filed 12 May 2026.