Prosperitas Financial’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 | $4.14M | Buy |
14,284
+830
| +6% | +$241K | 1.95% | 16 |
|
|
2025
Q1 | $3.3M | Buy |
13,454
+351
| +3% | +$86.1K | 1.71% | 20 |
|
|
2024
Q4 | $3.14M | Buy |
13,103
+451
| +4% | +$108K | 1.59% | 19 |
|
|
2024
Q3 | $2.67M | Buy |
12,652
+1,003
| +9% | +$211K | 1.44% | 26 |
|
|
2024
Q2 | $2.36M | Buy |
11,649
+75
| +0.6% | +$15.2K | 1.44% | 23 |
|
|
2024
Q1 | $2.32M | Buy |
11,574
+1,273
| +12% | +$255K | 1.49% | 21 |
|
|
2023
Q4 | $1.75M | Buy |
10,301
+925
| +10% | +$157K | 1.29% | 23 |
|
|
2023
Q3 | $1.36M | Buy |
+9,376
| New | +$1.36M | 1.06% | 29 |
|