C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Position in JPM — Jpmorgan Chase & Co
CIK 1965756
Westlake, OH
Position in JPM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,362,347
+$285,428 QoQ
Shares Held
4,162
+13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#3,330
of 5,058 holders
Holding Since
Dec 2022
15 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, 2026C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors holds $7,845,304 across 6 Banks - Diversified names. JPM ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
25,048 | $5,184,184 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
4,162 | $1,362,347 | |
| 3 | BAC |
Bank Of America Corp /De/
|
11,899 | $678,005 | |
| 4 | C |
Citigroup Inc
|
1,518 | $212,459 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,416 | $204,767 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,463 | $203,542 |
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,362,347 | 4,162 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,076,919 | 3,661 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,344,624 | 4,173 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,948,726 | 6,178 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,629,874 | 5,622 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $1,196,082 | 4,876 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,094,995 | 4,568 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $965,949 | 4,581 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $850,705 | 4,206 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,248,269 | 6,232 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $632,601 | 3,719 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $578,049 | 3,986 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $455,372 | 3,131 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $513,421 | 3,940 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $503,411 | 3,754 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||