PWM
Prosperity Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Sell |
3,239
-186
| -5% | -$53.9K | 0.35% | 62 |
|
|
2025
Q1 | $840K | Hold |
3,425
| – | – | 0.39% | 55 |
|
|
2024
Q4 | $821K | Buy |
3,425
+45
| +1% | +$10.8K | 0.34% | 53 |
|
|
2024
Q3 | $713K | Hold |
3,380
| – | – | 0.28% | 57 |
|
|
2024
Q2 | $684K | Sell |
3,380
-8
| -0.2% | -$1.62K | 0.34% | 58 |
|
|
2024
Q1 | $679K | Buy |
3,388
+782
| +30% | +$157K | 0.32% | 53 |
|
|
2023
Q4 | $443K | Sell |
2,606
-485
| -16% | -$82.5K | 0.29% | 59 |
|
|
2023
Q3 | $448K | Buy |
3,091
+13
| +0.4% | +$1.89K | 0.29% | 61 |
|
|
2023
Q2 | $448K | Sell |
3,078
-332
| -10% | -$48.3K | 0.29% | 48 |
|
|
2023
Q1 | $444K | Buy |
3,410
+29
| +0.9% | +$3.78K | 0.35% | 54 |
|
|
2022
Q4 | $453K | Buy |
+3,381
| New | +$453K | 0.43% | 47 |
|