Skip to content
Disclosery

Prosperitas Financial LLC: JPM position timeline

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

Prosperitas Financial LLC held 16,838 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,838 shares
    Change vs previous 13F +1,442 shares

    1.76% of the 13F portfolio, value $5,511,427.

    13F-HR 0001172661-26-003849 filed by Prosperitas Financial 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 15,396 shares
    Change vs previous 13F +472 shares

    1.69% of the 13F portfolio, value $4,528,929.

    13F-HR 0001172661-26-002348 filed by Prosperitas Financial 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 14,924 shares
    Change vs previous 13F +386 shares

    1.87% of the 13F portfolio, value $4,808,606.

    13F-HR 0001172661-26-000469 filed by Prosperitas Financial 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 14,538 shares
    Change vs previous 13F +254 shares

    1.9% of the 13F portfolio, value $4,585,689.

    13F-HR 0001172661-25-004436 filed by Prosperitas Financial 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 14,284 shares
    Change vs previous 13F +830 shares

    1.95% of the 13F portfolio, value $4,141,178.

    13F-HR 0001172661-25-003062 filed by Prosperitas Financial 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 13,454 shares
    Change vs previous 13F +351 shares

    1.71% of the 13F portfolio, value $3,300,375.

    13F-HR 0001172661-25-001821 filed by Prosperitas Financial 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 13,103 shares
    Change vs previous 13F +451 shares

    1.59% of the 13F portfolio, value $3,140,881.

    13F-HR 0001172661-25-000506 filed by Prosperitas Financial 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 12,652 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $2,667,826.

    13F-HR 0001172661-24-004393 filed by Prosperitas Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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