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Defined Financial Planning LLC: JPM position timeline

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

Defined Financial Planning LLC held 1,518 JPM shares at 2025-09-30 per its 13F-HR filed 2025-10-15.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,518 shares
    Change vs previous 13F +99 shares

    0.38% of the 13F portfolio, value $461,518.

    13F-HR 0001754960-25-000660 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 1,419 shares
    Change vs previous 13F +57 shares

    0.36% of the 13F portfolio, value $406,614.

    13F-HR 0001754960-25-000466 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,362 shares
    Change vs previous 13F +166 shares

    0.34% of the 13F portfolio, value $331,865.

    13F-HR 0001754960-25-000200 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,196 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $286,693.

    13F-HR 0001754960-25-000141 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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