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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
2024-03-31 $1.2M 5.8k 200.31
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)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Ser Tr Bloomberg High Y (JNK)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
Putnam Etf Trust Focused Lar Cap (PVAL)
Global X Fds Rbtcs Artfl Inte (BOTZ)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Putnam Etf Trust Focsd Larcp Gwt (PGRO)
Proshares Tr S&p 500 High Inc (ISPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Prosperity Financial Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.