Prosperity Wealth Management »

JPMorgan Chase & Co. shares owned by Prosperity Wealth Management

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

Historical chart of Prosperity Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $443k 2.6k 170.07
2023-09-30 $448k 3.1k 145.01
2023-06-30 $448k 3.1k 145.42
2023-03-31 $444k 3.4k 130.30
2022-12-31 $453k 3.4k 134.11

More positions owned by Prosperity Wealth Management

Proshares Tr Ultrapro Qqq (TQQQ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Proshares Tr Ultrpro S&p500 (UPRO)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Strategy Day Hagan Ned (SSUS)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Procter & Gamble Company (PG)
Wynn Resorts (WYNN)
Select Sector Spdr Tr Technology (XLK)

View all positions for Prosperity Wealth Management

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.