A detailed history of Prosperity Wealth Management, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Prosperity Wealth Management, Inc. holds 3,388 shares of JPM stock, worth $685,256. This represents 0.32% of its overall portfolio holdings.

Number of Shares
3,388
Previous 2,606 30.01%
Holding current value
$685,256
Previous $443 Million 53.11%
% of portfolio
0.32%
Previous 0.29%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $130,664 - $156,634
782 Added 30.01%
3,388 $679 Million
Q4 2023

Jan 30, 2024

SELL
$135.69 - $170.3 $65,809 - $82,595
-485 Reduced 15.69%
2,606 $443 Million
Q3 2023

Nov 07, 2023

BUY
$143.21 - $158.0 $1,861 - $2,054
13 Added 0.42%
3,091 $448 Million
Q2 2023

Sep 12, 2023

SELL
$127.47 - $145.44 $42,320 - $48,286
-332 Reduced 9.74%
3,078 $448 Million
Q1 2023

Sep 12, 2023

BUY
$124.91 - $143.8 $3,622 - $4,170
29 Added 0.86%
3,410 $444 Million
Q4 2022

Sep 12, 2023

BUY
$101.96 - $137.84 $344,726 - $466,037
3,381 New
3,381 $453 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 $593B
  • 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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