Prospera Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.5M | Buy |
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|
2025
Q1 | $43.9M | Buy |
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|
2024
Q4 | $41.4M | Buy |
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|
2024
Q3 | $32.4M | Buy |
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|
2024
Q2 | $29M | Buy |
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|
2024
Q1 | $27.3M | Buy |
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|
2023
Q4 | $23.1M | Buy |
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|
2023
Q3 | $19.6M | Buy |
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|
2023
Q2 | $19.6M | Buy |
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|
2023
Q1 | $15.8M | Buy |
|
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|
2022
Q4 | $11.9M | Sell |
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|
2022
Q3 | $12.4M | Buy |
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|
2022
Q2 | $12.7M | Buy |
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|
2022
Q1 | $13.8M | Sell |
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|
2021
Q4 | $17.6M | Buy |
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|
2021
Q3 | $15.8M | Buy |
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|
2021
Q2 | $14.4M | Buy |
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|
2021
Q1 | $13.6M | Buy |
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|
2020
Q4 | $9.77M | Buy |
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|
2020
Q3 | $1.88M | Sell |
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|
2020
Q2 | $6.69M | Buy |
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|
2020
Q1 | $5.4M | Buy |
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|
2019
Q4 | $7.43M | Buy |
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|
2019
Q3 | $4.91M | Buy |
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|
2019
Q2 | $4.33M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.88M | Buy |
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|
2018
Q3 | $2.99M | Sell |
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|
2018
Q2 | $3.68M | Buy |
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|
2018
Q1 | $3.9M | Buy |
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|
2017
Q4 | $3.35M | Sell |
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|
2017
Q3 | $3.33M | Buy |
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|
2017
Q2 | $1.69M | Buy |
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|
2017
Q1 | $1.5M | Sell |
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|
2016
Q4 | $1.53M | Buy |
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|
2016
Q3 | $924K | Buy |
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|
2016
Q2 | $783K | Buy |
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|
2016
Q1 | $702K | Buy |
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|
2015
Q4 | $713K | Buy |
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|
2015
Q3 | $457K | Buy |
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|
2015
Q2 | $342K | Sell |
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|
2015
Q1 | $319K | Buy |
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|
2014
Q4 | $303K | Buy |
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|
2014
Q3 | $231K | Sell |
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|
2014
Q2 | $276K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $250K | Sell |
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|
2013
Q3 | $312K | Sell |
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|
2013
Q2 | $345K | Buy |
|