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Prosperity Financial Group, Inc.: JPM position timeline

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

Prosperity Financial Group, Inc. held 13,788 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,788 shares
    Change vs previous 13F +36 shares

    1.4% of the 13F portfolio, value $4,513,458.

    13F-HR 0001172661-26-002838 filed by Prosperity Financial Group, 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 13,752 shares
    Change vs previous 13F -179 shares

    1.49% of the 13F portfolio, value $4,045,382.

    13F-HR 0001172661-26-001809 filed by Prosperity Financial Group, 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 13,931 shares
    Change vs previous 13F +280 shares

    0.78% of the 13F portfolio, value $4,488,807.

    13F-HR 0001172661-26-000306 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 10,660 shares
    • Prosperity Wealth Management, Inc.: 3,271 shares

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

  4. period ended2025-09-30
    13F 13,651 shares
    Change vs previous 13F +3,125 shares

    0.76% of the 13F portfolio, value $4,306,437.

    13F-HR 0001172661-25-005010 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 10,390 shares
    • Prosperity Wealth Management, Inc.: 3,261 shares

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

  5. period ended2025-06-30
    13F 10,526 shares
    Change vs previous 13F +441 shares

    0.6% of the 13F portfolio, value $3,051,435.

    13F-HR 0001172661-25-002815 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 7,287 shares
    • Prosperity Wealth Management, Inc.: 3,239 shares

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

  6. period ended2025-03-31
    13F 10,085 shares
    Change vs previous 13F +468 shares

    0.6% of the 13F portfolio, value $2,473,886.

    13F-HR 0001172661-25-002250 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 6,660 shares
    • Prosperity Wealth Management, Inc.: 3,425 shares

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

  7. period ended2024-12-31
    13F 9,617 shares
    Change vs previous 13F +111 shares

    0.52% of the 13F portfolio, value $2,305,352.

    13F-HR 0001172661-25-000590 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 6,192 shares
    • Prosperity Wealth Management, Inc.: 3,425 shares

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

  8. period ended2024-09-30
    13F 9,506 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,004,487.

    13F-HR 0001172661-24-004592 filed by Prosperity Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Prosperity Financial Group, Inc.: 6,126 shares
    • Prosperity Wealth Management, Inc.: 3,380 shares

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