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Prosperity Financial Group, Inc. → JPM-PM
Prosperity Financial Group, Inc. JPM-PM Position History
JPM-PM
Quarters held
13
Latest value
$608K
Q3 2026
Peak value
$4.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.3M |
| Q3 2025 | $3.2M |
| Q3 2025 | $3.2M |
| Q4 2025 | $3.4M |
| Q4 2025 | $771K |
| Q4 2025 | $528K |
| Q1 2026 | $4M |
| Q1 2026 | $748K |
| Q1 2026 | $518K |
| Q2 2026 | $4.5M |
| Q2 2026 | $590K |
| Q3 2026 | $4.9M |
| Q3 2026 | $608K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $608K | 9.9K | — | — |
| Q3 2026 | $4.9M | 14.7K | — | — |
| Q2 2026 | $590K | 9.6K | — | — |
| Q2 2026 | $4.5M | 13.8K | — | — |
| Q1 2026 | $518K | 9.3K | — | — |
| Q1 2026 | $748K | 13.2K | — | — |
| Q1 2026 | $4M | 13.8K | — | — |
| Q4 2025 | $528K | 9.1K | — | — |
| Q4 2025 | $771K | 13.5K | — | — |
| Q4 2025 | $3.4M | 10.7K | — | — |
| Q3 2025 | $3.2M | 56.0K | — | — |
| Q3 2025 | $3.2M | 55.5K | — | — |
| Q3 2025 | $3.3M | 10.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B