PFS
Prospera Financial Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.5M | Buy |
222,489
+43,700
| +24% | +$12.7M | 1.2% | 9 |
|
|
2025
Q1 | $43.9M | Buy |
178,789
+6,208
| +4% | +$1.52M | 1.01% | 10 |
|
|
2024
Q4 | $41.4M | Buy |
172,581
+19,186
| +13% | +$4.6M | 0.96% | 11 |
|
|
2024
Q3 | $32.4M | Buy |
153,395
+10,172
| +7% | +$2.15M | 0.83% | 17 |
|
|
2024
Q2 | $29M | Buy |
143,223
+7,066
| +5% | +$1.43M | 0.81% | 19 |
|
|
2024
Q1 | $27.3M | Buy |
136,157
+128
| +0.1% | +$25.6K | 0.81% | 18 |
|
|
2023
Q4 | $23.1M | Buy |
136,029
+936
| +0.7% | +$159K | 0.77% | 18 |
|
|
2023
Q3 | $19.6M | Buy |
135,093
+606
| +0.5% | +$87.9K | 0.76% | 22 |
|
|
2023
Q2 | $19.6M | Buy |
134,487
+13,287
| +11% | +$1.93M | 0.75% | 21 |
|
|
2023
Q1 | $15.8M | Buy |
121,200
+32,096
| +36% | +$4.18M | 0.65% | 24 |
|
|
2022
Q4 | $11.9M | Sell |
89,104
-29,984
| -25% | -$4.02M | 0.6% | 23 |
|
|
2022
Q3 | $12.5M | Buy |
119,088
+6,675
| +6% | +$698K | 0.65% | 22 |
|
|
2022
Q2 | $12.7M | Buy |
112,413
+11,585
| +11% | +$1.31M | 0.65% | 21 |
|
|
2022
Q1 | $13.8M | Sell |
100,828
-10,497
| -9% | -$1.43M | 0.58% | 20 |
|
|
2021
Q4 | $17.6M | Buy |
111,325
+15,056
| +16% | +$2.38M | 0.76% | 14 |
|
|
2021
Q3 | $15.8M | Buy |
96,269
+3,744
| +4% | +$613K | 0.79% | 14 |
|
|
2021
Q2 | $14.4M | Buy |
92,525
+3,322
| +4% | +$517K | 0.72% | 14 |
|
|
2021
Q1 | $13.6M | Buy |
89,203
+12,368
| +16% | +$1.88M | 0.81% | 13 |
|
|
2020
Q4 | $9.77M | Buy |
76,835
+57,312
| +294% | +$7.29M | 0.67% | 16 |
|
|
2020
Q3 | $1.88M | Sell |
19,523
-51,602
| -73% | -$4.97M | 0.72% | 28 |
|
|
2020
Q2 | $6.69M | Buy |
71,125
+11,157
| +19% | +$1.05M | 0.59% | 19 |
|
|
2020
Q1 | $5.4M | Buy |
59,968
+6,630
| +12% | +$597K | 0.57% | 24 |
|
|
2019
Q4 | $7.44M | Buy |
53,338
+11,649
| +28% | +$1.62M | 0.57% | 20 |
|
|
2019
Q3 | $4.91M | Buy |
41,689
+3,199
| +8% | +$376K | 0.5% | 23 |
|
|
2019
Q2 | $4.33M | Buy |
+38,490
| New | +$4.33M | 0.49% | 24 |
|
|
2019
Q1 | – | Sell |
-29,210
| Closed | -$2.88M | – | 390 |
|
|
2018
Q4 | $2.88M | Buy |
29,210
+2,330
| +9% | +$230K | 0.58% | 25 |
|
|
2018
Q3 | $2.99M | Sell |
26,880
-8,512
| -24% | -$947K | 0.56% | 28 |
|
|
2018
Q2 | $3.68M | Buy |
35,392
+103
| +0.3% | +$10.7K | 0.5% | 33 |
|
|
2018
Q1 | $3.9M | Buy |
35,289
+4,261
| +14% | +$470K | 0.54% | 25 |
|
|
2017
Q4 | $3.35M | Sell |
31,028
-3,649
| -11% | -$394K | 0.51% | 30 |
|
|
2017
Q3 | $3.33M | Buy |
34,677
+16,468
| +90% | +$1.58M | 0.51% | 29 |
|
|
2017
Q2 | $1.69M | Buy |
18,209
+933
| +5% | +$86.5K | 0.27% | 75 |
|
|
2017
Q1 | $1.5M | Sell |
17,276
-487
| -3% | -$42.3K | 0.27% | 74 |
|
|
2016
Q4 | $1.53M | Buy |
17,763
+3,888
| +28% | +$335K | 0.3% | 60 |
|
|
2016
Q3 | $924K | Buy |
13,875
+1,279
| +10% | +$85.2K | 0.19% | 102 |
|
|
2016
Q2 | $783K | Buy |
12,596
+837
| +7% | +$52K | 0.16% | 115 |
|
|
2016
Q1 | $702K | Buy |
11,759
+958
| +9% | +$57.2K | 0.16% | 108 |
|
|
2015
Q4 | $713K | Buy |
10,801
+2,512
| +30% | +$166K | 0.16% | 94 |
|
|
2015
Q3 | $457K | Buy |
8,289
+2,440
| +42% | +$135K | 0.12% | 127 |
|
|
2015
Q2 | $342K | Sell |
5,849
-218
| -4% | -$12.7K | 0.08% | 184 |
|
|
2015
Q1 | $319K | Buy |
6,067
+1,222
| +25% | +$64.3K | 0.07% | 207 |
|
|
2014
Q4 | $303K | Buy |
4,845
+203
| +4% | +$12.7K | 0.08% | 206 |
|
|
2014
Q3 | $231K | Sell |
4,642
-152
| -3% | -$7.56K | 0.06% | 241 |
|
|
2014
Q2 | $276K | Buy |
+4,794
| New | +$276K | 0.07% | 204 |
|
|
2014
Q1 | – | Sell |
-4,274
| Closed | -$250K | – | 276 |
|
|
2013
Q4 | $250K | Sell |
4,274
-1,739
| -29% | -$102K | 0.08% | 193 |
|
|
2013
Q3 | $312K | Sell |
6,013
-566
| -9% | -$29.4K | 0.12% | 149 |
|
|
2013
Q2 | $345K | Buy |
+6,579
| New | +$345K | 0.16% | 141 |
|