Elser Financial Planning, Inc: JPM position timeline

Elser Financial Planning, Inc held 7,205 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 7,205 shares

   Change vs previous 13F -748 shares

   0.1% of the 13F portfolio, value $2,358,466.

   13F-HR 0002085853-26-000729 filed by Elser Financial Planning, Inc
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 7,953 shares

   Change vs previous 13F +7,953 shares

   0.11% of the 13F portfolio, value $2,315,531.

   13F-HR 0002085853-26-000387 filed by Elser Financial Planning, Inc
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -5,592 shares

   13F-HR 0001754960-25-000232 filed by Elser Financial Planning, Inc
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

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

4. period ended2024-12-31

   13F 5,592 shares

   Change vs previous 13F +5,592 shares

   0.1% of the 13F portfolio, value $1,340,485.

   13F-HR 0001754960-25-000077 filed by Elser Financial Planning, Inc
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001754960-24-000503 filed by Elser Financial Planning, Inc
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

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