Prosperity Financial 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
2026 Q1	$4.05M	Buy	13,752 +3,092	+29%	+$938K	1.49%	16
2025 Q4	$3.43M	Buy	10,660 +270	+3%	+$83.6K	1.24%	24
2025 Q3	$3.28M	Buy	10,390 +3,103	+43%	+$923K	1.2%	28
2025 Q2	$2.11M	Buy	7,287 +627	+9%	+$160K	0.9%	36
2025 Q1	$1.63M	Buy	6,660 +468	+8%	+$119K	0.81%	36
2024 Q4	$1.48M	Buy	6,192 +66	+1%	+$15.4K	0.74%	41
2024 Q3	$1.29M	Buy	6,126 +359	+6%	+$75.6K	0.73%	39
2024 Q2	$1.17M	Buy	5,767 +4	+0.1%	+$782	0.74%	39
2024 Q1	$1.15M	Buy	5,763 +2,158	+60%	+$389K	0.71%	41
2023 Q4	$613K	Buy	3,605 +220	+6%	+$33.3K	0.43%	54
2023 Q3	$491K	Buy	3,385 +153	+5%	+$22.9K	0.41%	55
2023 Q2	$470K	Buy	3,232 +716	+28%	+$98.5K	0.41%	58
2023 Q1	$328K	Sell	2,516 -124	-5%	-$17K	0.33%	69
2022 Q4	$354K	Buy	+2,640	New	+$335K	0.38%	54