Prospect Financial 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
$749K Sell
2,585
-19
-0.7% -$5.51K 0.78% 32
2025
Q1
$639K Sell
2,604
-62
-2% -$15.2K 0.81% 30
2024
Q4
$639K Buy
+2,666
New +$639K 0.79% 30