Skip to content
Disclosery

Prosperity Consulting Group, LLC: JPM position timeline

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

Prosperity Consulting Group, LLC held 47,362 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,362 shares
    Change vs previous 13F +1,772 shares

    0.59% of the 13F portfolio, value $15,503,094.

    13F-HR 0001437749-26-027522 filed by Prosperity Consulting Group, 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 45,590 shares
    Change vs previous 13F -1,140 shares

    0.6% of the 13F portfolio, value $13,410,813.

    13F-HR 0001437749-26-014862 filed by Prosperity Consulting Group, 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 46,730 shares
    Change vs previous 13F -1,731 shares

    0.68% of the 13F portfolio, value $15,057,417.

    13F-HR 0001437749-26-004332 filed by Prosperity Consulting Group, 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 48,461 shares
    Change vs previous 13F +1,652 shares

    0.75% of the 13F portfolio, value $15,285,966.

    13F-HR 0001437749-25-035146 filed by Prosperity Consulting Group, 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 46,809 shares
    Change vs previous 13F +634 shares

    0.99% of the 13F portfolio, value $13,570,417.

    13F-HR 0001437749-25-024800 filed by Prosperity Consulting Group, 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 46,175 shares
    Change vs previous 13F +486 shares

    0.88% of the 13F portfolio, value $11,326,801.

    13F-HR 0001437749-25-015027 filed by Prosperity Consulting Group, 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 45,689 shares
    Change vs previous 13F +626 shares

    0.82% of the 13F portfolio, value $10,952,004.

    13F-HR 0001437749-25-003898 filed by Prosperity Consulting Group, 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 45,063 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $9,501,885.

    13F-HR 0001437749-24-031199 filed by Prosperity Consulting Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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