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Compound Planning, Inc.: JPM position timeline

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

Compound Planning, Inc. held 77,143 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,143 shares
    Change vs previous 13F +1,312 shares

    0.66% of the 13F portfolio, value $25,251,264.

    13F-HR 0001978879-26-000005 filed by Compound Planning, 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 75,831 shares
    Change vs previous 13F -4,028 shares

    0.69% of the 13F portfolio, value $22,306,454.

    13F-HR 0001978879-26-000003 filed by Compound Planning, 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 79,859 shares
    Change vs previous 13F +8,749 shares

    0.76% of the 13F portfolio, value $25,732,113.

    13F-HR 0001172661-26-001315 filed by Compound Planning, 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 71,110 shares
    Change vs previous 13F +4,720 shares

    0.73% of the 13F portfolio, value $22,430,117.

    13F-HR 0001172661-25-004675 filed by Compound Planning, 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 66,390 shares
    Change vs previous 13F +3,725 shares

    0.73% of the 13F portfolio, value $19,247,025.

    13F-HR 0001172661-25-003416 filed by Compound Planning, 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 62,665 shares
    Change vs previous 13F +874 shares

    0.7% of the 13F portfolio, value $15,371,619.

    13F-HR 0001172661-25-001834 filed by Compound Planning, 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 61,791 shares
    Change vs previous 13F +6,975 shares

    0.75% of the 13F portfolio, value $14,811,867.

    13F-HR 0001214659-25-000858 filed by Compound Planning, 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 54,816 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $11,558,455.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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