Prosperity Wealth Management’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
Q2 | $939K | Sell |
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|
2025
Q1 | $840K | Hold |
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|
2024
Q4 | $821K | Buy |
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|
2024
Q3 | $713K | Hold |
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|
2024
Q2 | $684K | Sell |
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|
2024
Q1 | $679K | Buy |
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|
2023
Q4 | $443K | Sell |
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|
2023
Q3 | $448K | Buy |
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|
2023
Q2 | $448K | Sell |
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|
2023
Q1 | $444K | Buy |
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|
2022
Q4 | $453K | Buy |
|