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Prosperitas Financial LLC

SEC CIK
0002001016
Latest filing
Aug 19, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Prosperitas Financial 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)
16,838
Value
$5.51M
% of portfolio
1.8%
Quarters held
12
Since Q3 2023
Holdings of JPM by Prosperitas Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,838$5.51M1.8%+1,442+9.4%AddedHolders
Q1 202615,396$4.53M1.7%+472+3.2%AddedHolders
Q4 202514,924$4.81M1.9%+386+2.7%AddedHolders
Q3 202514,538$4.59M1.9%+254+1.8%AddedHolders
Q2 202514,284$4.14M1.9%+830+6.2%AddedHolders
Q1 202513,454$3.30M1.7%+351+2.7%AddedHolders
Q4 202413,103$3.14M1.6%+451+3.6%AddedHolders
Q3 202412,652$2.67M1.4%+1,003+8.6%AddedHolders
Q2 202411,649$2.36M1.4%+75+0.6%AddedHolders
Q1 202411,574$2.32M1.5%+1,273+12.4%AddedHolders
Q4 202310,301$1.75M1.3%+925+9.9%AddedHolders
Q3 20239,376$1.36M1.1%–No prior filingHolders