Prime Capital Investment 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 | $46.7M | Sell |
160,923
-47,472
| -23% | -$13.8M | 0.62% | 41 |
|
|
2025
Q1 | $51.1M | Buy |
208,395
+41,584
| +25% | +$10.2M | 0.6% | 42 |
|
|
2024
Q4 | $40M | Buy |
166,811
+16,892
| +11% | +$4.05M | 0.58% | 44 |
|
|
2024
Q3 | $31.6M | Buy |
149,919
+15,447
| +11% | +$3.26M | 0.45% | 51 |
|
|
2024
Q2 | $27.2M | Sell |
134,472
-16,012
| -11% | -$3.24M | 0.4% | 55 |
|
|
2024
Q1 | $30.1M | Sell |
150,484
-13,356
| -8% | -$2.68M | 0.42% | 54 |
|
|
2023
Q4 | $27.9M | Buy |
163,840
+29,663
| +22% | +$5.05M | 0.42% | 55 |
|
|
2023
Q3 | $19.5M | Buy |
134,177
+1,745
| +1% | +$253K | 0.4% | 57 |
|
|
2023
Q2 | $19.3M | Buy |
132,432
+55,998
| +73% | +$8.14M | 0.38% | 61 |
|
|
2023
Q1 | $9.96M | Buy |
76,434
+5,118
| +7% | +$667K | 0.41% | 54 |
|
|
2022
Q4 | $9.56M | Sell |
71,316
-24,135
| -25% | -$3.24M | 0.36% | 63 |
|
|
2022
Q3 | $9.98M | Buy |
95,451
+12,701
| +15% | +$1.33M | 0.57% | 35 |
|
|
2022
Q2 | $9.32M | Sell |
82,750
-2,034
| -2% | -$229K | 0.56% | 30 |
|
|
2022
Q1 | $13.4M | Sell |
84,784
-1,019
| -1% | -$161K | 0.75% | 21 |
|
|
2021
Q4 | $13.6M | Buy |
85,803
+10,038
| +13% | +$1.59M | 0.73% | 22 |
|
|
2021
Q3 | $12.4M | Buy |
75,765
+17,612
| +30% | +$2.88M | 0.77% | 20 |
|
|
2021
Q2 | $9.05M | Buy |
58,153
+11,392
| +24% | +$1.77M | 0.52% | 31 |
|
|
2021
Q1 | $7.12M | Sell |
46,761
-17,848
| -28% | -$2.72M | 0.51% | 30 |
|
|
2020
Q4 | $8.21M | Sell |
64,609
-14,327
| -18% | -$1.82M | 0.63% | 21 |
|
|
2020
Q3 | $7.6M | Buy |
78,936
+20,962
| +36% | +$2.02M | 0.64% | 19 |
|
|
2020
Q2 | $5.45M | Buy |
57,974
+29,142
| +101% | +$2.74M | 0.51% | 32 |
|
|
2020
Q1 | $2.6M | Sell |
28,832
-4,777
| -14% | -$430K | 0.31% | 65 |
|
|
2019
Q4 | $4.69M | Buy |
33,609
+23,898
| +246% | +$3.33M | 0.54% | 31 |
|
|
2019
Q3 | $1.14M | Buy |
9,711
+2,708
| +39% | +$319K | 0.18% | 118 |
|
|
2019
Q2 | $783K | Sell |
7,003
-26,062
| -79% | -$2.91M | 0.14% | 124 |
|
|
2019
Q1 | $3.35M | Sell |
33,065
-3,136
| -9% | -$317K | 0.97% | 26 |
|
|
2018
Q4 | $3.53M | Sell |
36,201
-25,595
| -41% | -$2.5M | 1.28% | 23 |
|
|
2018
Q3 | $6.97M | Buy |
61,796
+60,620
| +5,155% | +$6.84M | 2.21% | 8 |
|
|
2018
Q2 | $123K | Buy |
1,176
+1,003
| +580% | +$105K | 0.05% | 145 |
|
|
2018
Q1 | $19K | Buy |
+173
| New | +$19K | 0.01% | 190 |
|