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JPMorgan Chase & Co. shares owned by Prosperity Financial Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Prosperity Financial Group from 13F filings

Historical chart of Prosperity Financial Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Prosperity Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Prosperity Financial Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $491k 3.4k 145.02
2023-06-30 $470k 3.2k 145.44
2023-03-31 $328k 2.5k 130.31
2022-12-31 $354k 2.6k 134.10

More positions owned by Prosperity Financial Group

Apple (AAPL)
Putnam Etf Trust Focused Lar Cap (PVAL)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange-traded Cboe Vest Rising (RDVI)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Global X Fds Rbtcs Artfl Inte (BOTZ)
First Tr Exchange-traded Ft Cboe Vest S&p (KNG)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchange Traded Cloud Computing (SKYY)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QJUN)
Alphabet Cap Stk Cl A (GOOGL)
Global X Fds Internet Of Thng (SNSR)

View all positions for Prosperity Financial Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.