Position in JPM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$75,239,419
+$6,986,063 QoQ
Shares Held
229,858
-0.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#477
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Prospera Financial Services Inc holds $134,505,915 across 15 Banks - Diversified names. JPM ranks #1 (55.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
229,858 | $75,239,419 | |
| 2 | BAC |
Bank Of America Corp /De/
|
373,611 | $21,288,354 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
164,152 | $13,565,521 | |
| 4 | C |
Citigroup Inc
|
77,583 | $10,858,516 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
29,125 | $2,769,496 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
15,528 | $2,245,504 | |
| 7 | RY |
Royal Bank Of Canada
|
8,087 | $1,673,766 | |
| 8 | ING |
Ing Groep NV
|
47,124 | $1,478,751 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,239,419 | 229,858 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $68,253,356 | 232,028 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $75,168,770 | 233,284 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $75,548,323 | 239,509 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $64,501,785 | 222,489 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $43,856,941 | 178,789 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $41,369,391 | 172,581 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $32,344,869 | 153,395 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $28,968,283 | 143,223 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $27,272,247 | 136,157 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $23,138,532 | 136,029 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,591,186 | 135,093 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,559,789 | 134,487 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $15,793,572 | 121,200 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,948,846 | 89,104 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $12,444,696 | 119,088 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $12,658,827 | 112,413 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $13,744,872 | 100,828 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $17,628,313 | 111,325 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $15,758,272 | 96,269 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,391,338 | 92,525 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,579,372 | 89,203 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $9,763,423 | 76,835 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,879,479 | 19,523 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $6,690,017 | 71,125 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,398,919 | 59,968 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||