Skip to content
Disclosery

Axim Planning & Wealth: JPM position timeline

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

Axim Planning & Wealth held 0 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -1,544 shares

    13F-HR 0001941040-26-000598 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 1,544 shares
    Change vs previous 13F -78 shares

    0.55% of the 13F portfolio, value $454,183.

    13F-HR 0001941040-26-000358 filed by Axim Planning & Wealth
    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 1,622 shares
    Change vs previous 13F -95 shares

    0.56% of the 13F portfolio, value $522,641.

    13F-HR 0001941040-26-000158 filed by Axim Planning & Wealth
    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 1,717 shares
    Change vs previous 13F -92 shares

    0.43% of the 13F portfolio, value $541,593.

    13F-HR 0001941040-25-000593 filed by Axim Planning & Wealth
    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 1,809 shares
    Change vs previous 13F -63 shares

    0.48% of the 13F portfolio, value $524,447.

    13F-HR 0001941040-25-000429 filed by Axim Planning & Wealth
    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 1,872 shares
    Change vs previous 13F -76 shares

    0.41% of the 13F portfolio, value $459,202.

    13F-HR 0001941040-25-000291 filed by Axim Planning & Wealth
    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 1,948 shares
    Change vs previous 13F +5 shares

    0.5% of the 13F portfolio, value $466,955.

    13F-HR 0001941040-25-000120 filed by Axim Planning & Wealth
    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 1,943 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $409,701.

    13F-HR 0001941040-24-000468 filed by Axim Planning & Wealth
    Filed (acceptance time not in the bulk data set), ingested

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