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JP Morgan Private Wealth Advisors’s Prosperity Bancshares PB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PB Stock Details PB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,181
Closed -$626K – 1789
2023
Q1 		$626K Sell
10,181
-1,618
-14% -$115K ﹤0.01% 1373
2022
Q4 		$858K Buy
11,799
+1,322
+13% +$95.4K ﹤0.01% 1219
2022
Q3 		$699K Sell
10,477
-140
-1% -$10K ﹤0.01% 1310
2022
Q2 		$725K Sell
10,617
-600
-5% -$41.2K ﹤0.01% 1297
2022
Q1 		$778K Sell
11,217
-169
-1% -$12.5K ﹤0.01% 1325
2021
Q4 		$823K Sell
11,386
-805
-7% -$59.6K ﹤0.01% 1335
2021
Q3 		$867K Buy
12,191
+1,809
+17% +$125K ﹤0.01% 1283
2021
Q2 		$745K Sell
10,382
-76
-0.7% -$5.68K ﹤0.01% 1332
2021
Q1 		$783K Sell
10,458
-141
-1% -$10.3K ﹤0.01% 1144
2020
Q4 		$735K Buy
10,599
+874
+9% +$53.6K ﹤0.01% 1129
2020
Q3 		$504K Buy
9,725
+89
+0.9% +$4.88K ﹤0.01% 1147
2020
Q2 		$572K Buy
+9,636
New +$556K ﹤0.01% 1028
2018
Q3 		– Sell
-14,240
Closed -$974K – 1607
2018
Q2 		$974K Buy
14,240
+5
+0% +$365 0.01% 784
2018
Q1 		$1.03M Sell
14,235
-67
-0.5% -$5.02K 0.01% 645
2017
Q4 		$1M Buy
14,302
+96
+0.7% +$6.41K 0.01% 654
2017
Q3 		$933K Buy
14,206
+8
+0.1% +$501 0.01% 650
2017
Q2 		$912K Sell
14,198
-30
-0.2% -$1.98K 0.01% 647
2017
Q1 		$991K Sell
14,228
-219
-2% -$15.9K 0.01% 630
2016
Q4 		$1.04M Sell
14,447
-9
-0.1% -$563 0.01% 593
2016
Q3 		$794K Buy
14,456
+346
+2% +$18.3K 0.01% 646
2016
Q2 		$720K Buy
+14,110
New +$710K 0.01% 671

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PB Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Prosperity Bancshares (PB) in Q2 2023, closing a stake of 10,181 shares — an estimated $626K sold.

JP Morgan Private Wealth Advisors first reported a position in PB in Q2 2016 and held it in 21 quarters. The position peaked at $1.04M in Q4 2016. 307 funds tracked by Wall St. Rank hold PB as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Prosperity Bancshares position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,181 Prosperity Bancshares shares in Q2 2023, an estimated $626K.
  • JP Morgan Private Wealth Advisors first reported a position in Prosperity Bancshares in Q2 2016 and held it in 21 quarters.
  • JP Morgan Private Wealth Advisors's Prosperity Bancshares position peaked at $1.04M in Q4 2016.
  • 307 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.