Prosperity Consulting Group’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 | $15.3M | Buy |
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|
2025
Q2 | $13.6M | Buy |
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|
2025
Q1 | $11.3M | Buy |
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|
2024
Q4 | $11M | Buy |
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|
2024
Q3 | $9.5M | Buy |
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|
2024
Q2 | $6.31M | Buy |
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|
2024
Q1 | $6.15M | Buy |
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|
2023
Q4 | $4.92M | Buy |
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|
2023
Q3 | $3.83M | Buy |
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|
2023
Q2 | $2.86M | Sell |
|
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|
2023
Q1 | $2.67M | Sell |
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|
2022
Q4 | $2.79M | Buy |
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|
2022
Q3 | $2.12M | Buy |
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|
2022
Q2 | $2.23M | Buy |
|
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|
2022
Q1 | $2.69M | Sell |
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|
2021
Q4 | $3.01M | Buy |
|