PCG
Prosperity Consulting Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Buy |
46,809
+634
| +1% | +$184K | 0.99% | 19 |
|
|
2025
Q1 | $11.3M | Buy |
46,175
+486
| +1% | +$119K | 0.88% | 23 |
|
|
2024
Q4 | $11M | Buy |
45,689
+626
| +1% | +$150K | 0.82% | 25 |
|
|
2024
Q3 | $9.5M | Buy |
45,063
+13,880
| +45% | +$2.93M | 0.74% | 27 |
|
|
2024
Q2 | $6.31M | Buy |
31,183
+500
| +2% | +$101K | 0.86% | 24 |
|
|
2024
Q1 | $6.15M | Buy |
30,683
+1,777
| +6% | +$356K | 0.77% | 27 |
|
|
2023
Q4 | $4.92M | Buy |
28,906
+2,488
| +9% | +$423K | 1.65% | 14 |
|
|
2023
Q3 | $3.83M | Buy |
26,418
+6,736
| +34% | +$977K | 1.76% | 14 |
|
|
2023
Q2 | $2.86M | Sell |
19,682
-797
| -4% | -$116K | 1.76% | 16 |
|
|
2023
Q1 | $2.67M | Sell |
20,479
-342
| -2% | -$44.6K | 1.69% | 18 |
|
|
2022
Q4 | $2.79M | Buy |
20,821
+514
| +3% | +$68.9K | 1.86% | 15 |
|
|
2022
Q3 | $2.12M | Buy |
20,307
+474
| +2% | +$49.5K | 1.74% | 13 |
|
|
2022
Q2 | $2.23M | Buy |
19,833
+95
| +0.5% | +$10.7K | 1.93% | 12 |
|
|
2022
Q1 | $2.69M | Sell |
19,738
-361
| -2% | -$49.2K | 2% | 10 |
|
|
2021
Q4 | $3.01M | Buy |
+20,099
| New | +$3.01M | 2.26% | 9 |
|