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Capital Planning Advisors, LLC: JPM position timeline

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

Capital Planning Advisors, LLC held 11,040 JPM shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 11,040 shares
    Change vs previous 13F -1,096 shares

    0.47% of the 13F portfolio, value $3,247,526.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 12,136 shares
    Change vs previous 13F +1,300 shares

    0.52% of the 13F portfolio, value $3,910,462.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 10,836 shares
    Change vs previous 13F +4,778 shares

    0.47% of the 13F portfolio, value $3,417,999.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 6,058 shares
    Change vs previous 13F -14 shares

    0.26% of the 13F portfolio, value $1,756,275.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 6,072 shares
    Change vs previous 13F -11 shares

    0.23% of the 13F portfolio, value $1,489,462.

    13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 6,083 shares
    Change vs previous 13F +59 shares

    0.23% of the 13F portfolio, value $1,458,156.

    13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 6,024 shares
    Change vs previous 13F +216 shares

    0.19% of the 13F portfolio, value $1,270,221.

    13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 5,808 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,174,726.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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