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Disclosery

Donalies Financial Planning, LLC: JPM position timeline

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

Donalies Financial Planning, LLC held 775 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 775 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $253,722.

    13F-HR 0002111587-26-000003 filed by Donalies 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 ended2026-03-31
    13F 775 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $228,011.

    13F-HR 0002111587-26-000002 filed by Donalies 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 ended2025-12-31
    13F 775 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $249,761.

    13F-HR 0002111587-26-000001 filed by Donalies Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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