Prairie Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
960
-207
| -18% | -$60K | 0.12% | 119 |
|
|
2025
Q1 | $286K | Buy |
1,167
+1
| +0.1% | +$245 | 0.14% | 111 |
|
|
2024
Q4 | $280K | Sell |
1,166
-34
| -3% | -$8.15K | 0.13% | 122 |
|
|
2024
Q3 | $253K | Buy |
1,200
+126
| +12% | +$26.6K | 0.13% | 127 |
|
|
2024
Q2 | $217K | Sell |
1,074
-913
| -46% | -$185K | 0.11% | 133 |
|
|
2024
Q1 | $398K | Buy |
+1,987
| New | +$398K | 0.19% | 103 |
|