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Prasad Wealth Partners, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prasad Wealth Partners, LLC on JPM, newest first. How the timeline and the estimate are built.

Prasad Wealth Partners, LLC held 3,910 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,910 shares
    Change vs previous 13F +79 shares

    0.31% of the 13F portfolio, value $1,279,960.

    13F-HR 0001765380-26-000234 filed by Prasad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,831 shares
    Change vs previous 13F +95 shares

    0.31% of the 13F portfolio, value $1,126,881.

    13F-HR 0001765380-26-000125 filed by Prasad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,736 shares
    Change vs previous 13F -71 shares

    0.32% of the 13F portfolio, value $1,203,714.

    13F-HR 0001765380-26-000039 filed by Prasad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,807 shares
    Change vs previous 13F -292 shares

    0.33% of the 13F portfolio, value $1,200,999.

    13F-HR 0002048885-25-000002 filed by Prasad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,099 shares
    Change vs previous 13F +2,395 shares

    0.35% of the 13F portfolio, value $1,188,238.

    13F-HR 0001765380-25-000258 filed by Prasad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,704 shares
    Change vs previous 13F +199 shares

    0.14% of the 13F portfolio, value $418,004.

    13F-HR 0001765380-25-000213 filed by Prasad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,505 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $360,761.

    13F-HR 0001765380-25-000040 filed by Prasad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).