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Prepared Retirement Institute LLC: JPM position timeline

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

Prepared Retirement Institute LLC held 1,655 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,655 shares
    Change vs previous 13F +9 shares

    0.23% of the 13F portfolio, value $541,702.

    13F-HR 0002056037-26-000005 filed by Prepared Retirement Institute 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/A 1,646 shares
    Change vs previous 13F -300 shares

    0.24% of the 13F portfolio, value $484,310.

    13F-HR/A 0002056037-26-000004 filed by Prepared Retirement Institute 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 1,946 shares
    Change vs previous 13F +68 shares

    0.32% of the 13F portfolio, value $627,012.

    13F-HR 0002056037-26-000001 filed by Prepared Retirement Institute 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 1,878 shares
    Change vs previous 13F +57 shares

    0.31% of the 13F portfolio, value $592,388.

    13F-HR 0002056037-25-000011 filed by Prepared Retirement Institute 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 1,821 shares
    Change vs previous 13F +326 shares

    0.31% of the 13F portfolio, value $528,002.

    13F-HR 0002056037-25-000008 filed by Prepared Retirement Institute 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 1,495 shares
    Change vs previous 13F -409 shares

    0.23% of the 13F portfolio, value $366,631.

    13F-HR 0002056037-25-000007 filed by Prepared Retirement Institute 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 1,904 shares
    Change vs previous 13F +315 shares

    0.26% of the 13F portfolio, value $456,517.

    13F-HR 0002056037-25-000005 filed by Prepared Retirement Institute LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,589 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $335,161.

    13F-HR 0002056037-25-000004 filed by Prepared Retirement Institute LLC
    Filed (acceptance time not in the bulk data set), ingested

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