Number of Shares
178,789.00
Current Holdings Value*
$43.87 Mil
% of Portfolio
1.01%
Total Estimate Gain
$24.44 Mil
% of Total Estimate Gain
58.39%

Prospera Financial Services Inc's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Prospera Financial Services Inc held 178,789.00 shares of JPMorgan Chase & Co(JPM), totaling $43.87 Mil. This investment constitutes 1.01% of their stock portfolio, and Prospera Financial Services Inc now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2013Q2. And since then Prospera Financial Services Inc has made 35 purchases of JPM, at an average price of $130.94, for a total of 319,679.00 shares. In addition, there have been 12 sales at an average price of $107.90 for 140,890.00 shares. Based on historical transaction data and JPM's current price of $285.82, Prospera Financial Services Inc's estimated gain on his JPM holdings is $24.44 Mil, reflecting a 58.39% gain to date.

Prospera Financial Services Inc JPM ($285.82) Holding Chart

Prospera Financial Services Inc JPM ($285.82) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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