Prestige Wealth Management Group’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 | $4.15M | Sell |
14,312
-404
| -3% | -$117K | 0.85% | 25 |
|
|
2025
Q1 | $3.61M | Sell |
14,716
-14
| -0.1% | -$3.43K | 0.77% | 25 |
|
|
2024
Q4 | $3.53M | Buy |
14,730
+310
| +2% | +$74.3K | 0.73% | 29 |
|
|
2024
Q3 | $3.04M | Sell |
14,420
-7,365
| -34% | -$1.55M | 0.63% | 30 |
|
|
2024
Q2 | $4.41M | Buy |
21,785
+6,574
| +43% | +$1.33M | 0.95% | 22 |
|
|
2024
Q1 | $3.05M | Sell |
15,211
-8,417
| -36% | -$1.69M | 0.66% | 34 |
|
|
2023
Q4 | $4.02M | Buy |
23,628
+1,571
| +7% | +$267K | 0.91% | 23 |
|
|
2023
Q3 | $3.2M | Buy |
22,057
+7,984
| +57% | +$1.16M | 0.79% | 25 |
|
|
2023
Q2 | $2.05M | Sell |
14,073
-436
| -3% | -$63.4K | 0.48% | 34 |
|
|
2023
Q1 | $1.89M | Buy |
14,509
+35
| +0.2% | +$4.56K | 0.48% | 38 |
|
|
2022
Q4 | $1.94M | Buy |
14,474
+1,175
| +9% | +$158K | 0.51% | 33 |
|
|
2022
Q3 | $1.39M | Buy |
13,299
+921
| +7% | +$96.3K | 0.39% | 44 |
|
|
2022
Q2 | $1.39M | Buy |
12,378
+1,205
| +11% | +$136K | 0.38% | 44 |
|
|
2022
Q1 | $1.52M | Buy |
11,173
+259
| +2% | +$35.3K | 0.37% | 42 |
|
|
2021
Q4 | $1.73M | Buy |
10,914
+346
| +3% | +$54.8K | 0.41% | 35 |
|
|
2021
Q3 | $1.73M | Sell |
10,568
-857
| -8% | -$140K | 0.44% | 34 |
|
|
2021
Q2 | $1.78M | Buy |
11,425
+1,936
| +20% | +$301K | 0.47% | 34 |
|
|
2021
Q1 | $1.44M | Buy |
9,489
+1,592
| +20% | +$242K | 0.39% | 36 |
|
|
2020
Q4 | $1M | Sell |
7,897
-1,564
| -17% | -$199K | 0.27% | 44 |
|
|
2020
Q3 | $911K | Buy |
9,461
+421
| +5% | +$40.5K | 0.28% | 46 |
|
|
2020
Q2 | $851K | Buy |
9,040
+2,056
| +29% | +$194K | 0.3% | 39 |
|
|
2020
Q1 | $628K | Sell |
6,984
-1,540
| -18% | -$138K | 0.26% | 42 |
|
|
2019
Q4 | $1.19M | Buy |
8,524
+2
| +0% | +$279 | 0.65% | 28 |
|
|
2019
Q3 | $1M | Buy |
8,522
+29
| +0.3% | +$3.41K | 0.59% | 29 |
|
|
2019
Q2 | $950K | Buy |
8,493
+1,408
| +20% | +$157K | 0.57% | 27 |
|
|
2019
Q1 | $717K | Sell |
7,085
-4,108
| -37% | -$416K | 0.44% | 41 |
|
|
2018
Q4 | $1.09M | Buy |
+11,193
| New | +$1.09M | 0.8% | 25 |
|