Prosperity Financial Group’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 | $2.11M | Buy |
7,287
+627
| +9% | +$182K | 0.9% | 36 |
|
|
2025
Q1 | $1.63M | Buy |
6,660
+468
| +8% | +$115K | 0.81% | 36 |
|
|
2024
Q4 | $1.48M | Buy |
6,192
+66
| +1% | +$15.8K | 0.74% | 41 |
|
|
2024
Q3 | $1.29M | Buy |
6,126
+359
| +6% | +$75.7K | 0.72% | 39 |
|
|
2024
Q2 | $1.17M | Buy |
5,767
+4
| +0.1% | +$809 | 0.74% | 39 |
|
|
2024
Q1 | $1.15M | Buy |
5,763
+2,158
| +60% | +$432K | 0.71% | 41 |
|
|
2023
Q4 | $613K | Buy |
3,605
+220
| +6% | +$37.4K | 0.43% | 54 |
|
|
2023
Q3 | $491K | Buy |
3,385
+153
| +5% | +$22.2K | 0.41% | 55 |
|
|
2023
Q2 | $470K | Buy |
3,232
+716
| +28% | +$104K | 0.41% | 58 |
|
|
2023
Q1 | $328K | Sell |
2,516
-124
| -5% | -$16.2K | 0.33% | 69 |
|
|
2022
Q4 | $354K | Buy |
+2,640
| New | +$354K | 0.38% | 54 |
|