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Disclosery

Financial Planning Hawaii, Inc.: JPM position timeline

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

Financial Planning Hawaii, Inc. held 4,176 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,176 shares
    Change vs previous 13F -720 shares

    0.75% of the 13F portfolio, value $1,381,686.

    13F-HR 0002105146-26-000004 filed by Financial Planning Hawaii, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,896 shares
    Change vs previous 13F +126 shares

    0.86% of the 13F portfolio, value $1,602,454.

    13F-HR 0002105146-26-000003 filed by Financial Planning Hawaii, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,770 shares
    Change vs previous 13F +1 shares

    0.83% of the 13F portfolio, value $1,403,005.

    13F-HR 0002105146-26-000002 filed by Financial Planning Hawaii, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,769 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,536,513.

    13F-HR 0002105146-26-000001 filed by Financial Planning Hawaii, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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