Ownership history in Prentice Wealth Management LLC · 18 quarters on record
This page tracks every 13F SEC filing in which Prentice Wealth Management LLC reported a position in JPM (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 9,268 | +272 | +3.0% | 0.68% | $3.0M | $320.77 |
| 2025 Q3 | REDUCED | 8,996 | -318 | -3.4% | 0.70% | $2.8M | $312.49 |
| 2025 Q2 | REDUCED | 9,314 | -350 | -3.6% | 0.71% | $2.7M | $285.83 |
| 2025 Q1 | REDUCED | 9,664 | -365 | -3.6% | 0.68% | $2.4M | $240.37 |
| 2024 Q4 | REDUCED | 10,029 | -67 | -0.7% | 0.70% | $2.4M | $233.69 |
| 2024 Q3 | REDUCED | 10,096 | -431 | -4.1% | 0.63% | $2.1M | $204.31 |
| 2024 Q2 | REDUCED | 10,527 | -122 | -1.1% | 0.69% | $2.1M | $194.90 |
| 2024 Q1 | ADDED | 10,649 | +377 | +3.7% | 0.74% | $2.1M | $191.89 |
| 2023 Q4 | ADDED | 10,272 | +377 | +3.8% | 0.68% | $1.7M | $161.96 |
| 2023 Q3 | REDUCED | 9,895 | -311 | -3.0% | 0.65% | $1.4M | $137.07 |
As of 2025 Q4 — sorted by position size