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Disclosery

Financial Planning Navigators CORP: JPM position timeline

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

Financial Planning Navigators CORP held 1,404 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,404 shares
    Change vs previous 13F +91 shares

    0.17% of the 13F portfolio, value $459,495.

    13F-HR 0002102043-26-000004 filed by Financial Planning Navigators CORP
    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 1,313 shares
    Change vs previous 13F +317 shares

    0.17% of the 13F portfolio, value $386,164.

    13F-HR 0002102043-26-000002 filed by Financial Planning Navigators CORP
    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 996 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $320,856.

    13F-HR 0002102043-26-000001 filed by Financial Planning Navigators CORP
    Filed (acceptance time not in the bulk data set), ingested

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