Skip to main content

Prosperity Consulting Group, LLC

SEC CIK
0001910398
Latest filing
Aug 13, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Prosperity Consulting Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
47,362
Value
$15.5M
% of portfolio
0.6%
Quarters held
19
Since Q4 2021
Holdings of JPM by Prosperity Consulting Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202647,362$15.5M0.6%+1,772+3.9%AddedHolders
Q1 202645,590$13.4M0.6%−1,140−2.4%ReducedHolders
Q4 202546,730$15.1M0.7%−1,731−3.6%ReducedHolders
Q3 202548,461$15.3M0.8%+1,652+3.5%AddedHolders
Q2 202546,809$13.6M1.0%+634+1.4%AddedHolders
Q1 202546,175$11.3M0.9%+486+1.1%AddedHolders
Q4 202445,689$11.0M0.8%+626+1.4%AddedHolders
Q3 202445,063$9.50M0.7%+13,880+44.5%AddedHolders
Q2 202431,183$6.31M0.9%+500+1.6%AddedHolders
Q1 202430,683$6.15M0.8%+1,777+6.1%AddedHolders
Q4 202328,906$4.92M1.6%+2,488+9.4%AddedHolders
Q3 202326,418$3.83M1.8%+6,736+34.2%AddedHolders
Q2 202319,682$2.86M1.8%−797−3.9%ReducedHolders
Q1 202320,479$2.67M1.7%−342−1.6%ReducedHolders
Q4 202220,821$2.79M1.9%+514+2.5%AddedHolders
Q3 202220,307$2.12M1.7%+474+2.4%AddedHolders
Q2 202219,833$2.23M1.9%+95+0.5%AddedHolders
Q1 202219,738$2.69M2.0%−361−1.8%ReducedHolders
Q4 202120,099$3.01M2.3%–No prior filingHolders