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Prota Financial’s JPMorgan Chase JPM Stock Holding History

Prota Financial’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
Q3 		$483K Hold
1,451
– – 0.31% 52
2026
Q2 		$485K Sell
1,451
-57
-4% -$17.7K 0.32% 52
2026
Q1 		$444K Sell
1,508
-195
-11% -$59.2K 0.32% 52
2025
Q4 		$549K Buy
+1,703
New +$527K 0.4% 26

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Prota Financial's JPM Position: Q3 2026 in Review

Prota Financial held its JPMorgan Chase (JPM) position steady in Q3 2026 at 1,451 shares worth $483K. The position accounts for 0.31% of the portfolio, ranked #52.

Prota Financial first reported a position in JPM in Q4 2025 and has held it in 4 quarters since. The position peaked at $549K in Q4 2025. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Prota Financial held 1,451 shares of JPMorgan Chase worth $483K as of Q3 2026.
  • Prota Financial left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.31% of Prota Financial's portfolio in Q3 2026, its #52 holding.
  • Prota Financial first reported a position in JPMorgan Chase in Q4 2025 and has held it in 4 quarters since.
  • Prota Financial's JPMorgan Chase position peaked at $549K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.