Prota Financial, LLC

SEC CIK: 0002126257
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Prota Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 1,451
Value: $484.7K
% of portfolio: 0.3%
Quarters held: 3; Since Q4 2025

Holdings of JPM by Prota Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,451	$484.7K	0.3%	−57−3.8%	Reduced	Holders
Q1 2026	1,508	$443.6K	0.3%	−195−11.5%	Reduced	Holders
Q4 2025	1,703	$548.7K	0.4%	–	No prior filing	Holders