A detailed history of Prosperity Consulting Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Prosperity Consulting Group, LLC holds 45,063 shares of JPM stock, worth $10.7 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
45,063
Previous 31,183 44.51%
Holding current value
$10.7 Million
Previous $6.31 Million 50.59%
% of portfolio
0.75%
Previous 0.88%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$194.9 - $224.8 $2.71 Million - $3.12 Million
13,880 Added 44.51%
45,063 $9.5 Million
Q2 2024

Aug 08, 2024

BUY
$180.08 - $204.79 $90,040 - $102,395
500 Added 1.63%
31,183 $6.31 Million
Q1 2024

May 01, 2024

BUY
$167.09 - $200.3 $296,918 - $355,933
1,777 Added 6.15%
30,683 $6.15 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $337,596 - $423,706
2,488 Added 9.42%
28,906 $4.92 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $964,662 - $1.06 Million
6,736 Added 34.22%
26,418 $3.83 Million
Q2 2023

Jul 25, 2023

SELL
$127.47 - $145.44 $101,593 - $115,915
-797 Reduced 3.89%
19,682 $2.86 Million
Q1 2023

Apr 24, 2023

SELL
$124.91 - $143.8 $42,719 - $49,179
-342 Reduced 1.64%
20,479 $2.67 Million
Q4 2022

Feb 08, 2023

BUY
$101.96 - $137.84 $52,407 - $70,849
514 Added 2.53%
20,821 $2.79 Million
Q3 2022

Oct 17, 2022

BUY
$20.73 - $120.58 $9,826 - $57,154
474 Added 2.39%
20,307 $2.12 Million
Q2 2022

Jul 25, 2022

BUY
$112.61 - $135.91 $10,697 - $12,911
95 Added 0.48%
19,833 $2.23 Million
Q1 2022

Apr 19, 2022

SELL
$128.3 - $168.44 $46,316 - $60,806
-361 Reduced 1.8%
19,738 $2.69 Million
Q4 2021

Feb 10, 2022

BUY
$153.94 - $171.78 $3.09 Million - $3.45 Million
20,099 New
20,099 $3.01 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $697B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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