Prosperity Capital Advisors’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 | $1.6M | Buy |
5,509
+633
| +13% | +$184K | 0.15% | 88 |
|
|
2025
Q1 | $1.19M | Buy |
4,876
+308
| +7% | +$75.1K | 0.09% | 142 |
|
|
2024
Q4 | $1.1M | Sell |
4,568
-13
| -0.3% | -$3.12K | 0.09% | 150 |
|
|
2024
Q3 | $966K | Buy |
4,581
+375
| +9% | +$79.1K | 0.08% | 164 |
|
|
2024
Q2 | $851K | Sell |
4,206
-2,026
| -33% | -$410K | 0.09% | 148 |
|
|
2024
Q1 | $1.25M | Buy |
6,232
+2,513
| +68% | +$503K | 0.15% | 115 |
|
|
2023
Q4 | $633K | Sell |
3,719
-267
| -7% | -$45.4K | 0.07% | 137 |
|
|
2023
Q3 | $578K | Buy |
3,986
+855
| +27% | +$124K | 0.08% | 122 |
|
|
2023
Q2 | $455K | Sell |
3,131
-809
| -21% | -$118K | 0.06% | 144 |
|
|
2023
Q1 | $513K | Buy |
3,940
+186
| +5% | +$24.2K | 0.08% | 115 |
|
|
2022
Q4 | $503K | Buy |
+3,754
| New | +$503K | 0.16% | 99 |
|