Prospect Financial Services’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 | $434K | Sell |
1,498
-375
| -20% | -$109K | 0.27% | 66 |
|
|
2025
Q1 | $459K | Buy |
1,873
+3
| +0.2% | +$736 | 0.25% | 63 |
|
|
2024
Q4 | $448K | Sell |
1,870
-182
| -9% | -$43.6K | 0.24% | 61 |
|
|
2024
Q3 | $433K | Sell |
2,052
-171
| -8% | -$36.1K | 0.27% | 57 |
|
|
2024
Q2 | $450K | Buy |
2,223
+2
| +0.1% | +$405 | 0.35% | 48 |
|
|
2024
Q1 | $445K | Buy |
2,221
+283
| +15% | +$56.7K | 0.37% | 47 |
|
|
2023
Q4 | $330K | Buy |
+1,938
| New | +$330K | 0.33% | 53 |
|