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Disclosery

Prospera Financial Services Inc: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prospera Financial Services Inc on JPM, newest first. How the timeline and the estimate are built.

Prospera Financial Services Inc held 229,858 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 229,858 shares
    Change vs previous 13F -2,170 shares

    1.09% of the 13F portfolio, value $75,272,875.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
    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 232,028 shares
    Change vs previous 13F -1,256 shares

    1.1% of the 13F portfolio, value $68,282,049.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services Inc
    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 233,284 shares
    Change vs previous 13F -6,225 shares

    1.23% of the 13F portfolio, value $75,198,328.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services Inc
    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 239,509 shares
    Change vs previous 13F +17,020 shares

    1.29% of the 13F portfolio, value $75,576,728.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services Inc
    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 222,489 shares
    Change vs previous 13F +43,700 shares

    1.2% of the 13F portfolio, value $64,523,843.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
    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 178,789 shares
    Change vs previous 13F +6,208 shares

    1.01% of the 13F portfolio, value $43,869,042.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services Inc
    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 172,581 shares
    Change vs previous 13F +19,186 shares

    0.96% of the 13F portfolio, value $41,384,390.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services Inc
    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 153,395 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $32,356,554.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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