Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,503,003
+$2,092,249 QoQ
Shares Held
47,362
+3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#1,148
of 5,057 holders
Holding Since
Dec 2021
19 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, 2026Prosperity Consulting Group, LLC holds $33,575,056 across 11 Banks - Diversified names. JPM ranks #1 (46.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
47,362 | $15,503,003 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
49,977 | $7,227,173 | |
| 3 | BAC |
Bank Of America Corp /De/
|
81,688 | $4,654,582 | |
| 4 | C |
Citigroup Inc
|
19,027 | $2,663,018 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
14,315 | $1,182,991 | |
| 6 | RY |
Royal Bank Of Canada
|
3,002 | $621,323 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
6,265 | $595,738 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
15,788 | $314,023 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,503,003 | 47,362 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,410,754 | 45,590 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $15,057,340 | 46,730 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,286,053 | 48,461 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,570,397 | 46,809 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $11,326,727 | 46,175 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,952,110 | 45,689 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,501,984 | 45,063 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,307,073 | 31,183 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,145,804 | 30,683 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,916,910 | 28,906 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,831,138 | 26,418 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,862,550 | 19,682 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,668,618 | 20,479 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,792,096 | 20,821 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,122,081 | 20,307 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,233,394 | 19,833 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,690,684 | 19,738 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $3,182,676 | 20,099 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||