Prosperity Capital Advisors’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
Q3 | $1.95M | Buy |
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|
2025
Q2 | $1.63M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $966K | Buy |
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|
2024
Q2 | $851K | Sell |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $633K | Sell |
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|
2023
Q3 | $578K | Buy |
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|
2023
Q2 | $455K | Sell |
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|
2023
Q1 | $513K | Buy |
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|
2022
Q4 | $503K | Buy |
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