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Abacus Planning Group, Inc.: JPM position timeline

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

Abacus Planning Group, Inc. held 21,700 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,700 shares
    Change vs previous 13F +166 shares

    0.88% of the 13F portfolio, value $7,103,224.

    13F-HR 0001602730-26-000004 filed by Abacus Planning 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 21,534 shares
    Change vs previous 13F +440 shares

    0.85% of the 13F portfolio, value $6,334,578.

    13F-HR 0001602730-26-000003 filed by Abacus Planning 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 21,094 shares
    Change vs previous 13F -246 shares

    0.9% of the 13F portfolio, value $6,796,999.

    13F-HR 0001602730-26-000002 filed by Abacus Planning Group, Inc.
    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 21,340 shares
    Change vs previous 13F -74 shares

    0.93% of the 13F portfolio, value $6,731,230.

    13F-HR 0001602730-25-000008 filed by Abacus Planning Group, Inc.
    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/A 21,414 shares
    Change vs previous 13F -91 shares

    0.92% of the 13F portfolio, value $6,208,261.

    13F-HR/A 0001602730-25-000006 filed by Abacus Planning Group, Inc.
    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 21,505 shares
    Change vs previous 13F +142 shares

    0.92% of the 13F portfolio, value $5,275,298.

    13F-HR 0001602730-25-000003 filed by Abacus Planning Group, Inc.
    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 21,363 shares
    Change vs previous 13F +14 shares

    0.9% of the 13F portfolio, value $5,121,043.

    13F-HR 0001602730-25-000002 filed by Abacus Planning Group, Inc.
    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 21,349 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $4,501,562.

    13F-HR 0001602730-24-000006 filed by Abacus Planning Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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