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Investment Planning Advisors, Inc.: JPEF position timeline

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

Investment Planning Advisors, Inc. held 63,239 JPEF shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 63,239 shares
    Change vs previous 13F -2,754 shares

    1.16% of the 13F portfolio, value $5,139,578.

    13F-HR 0002024049-26-000005 filed by Investment Planning Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 65,993 shares
    Change vs previous 13F +420 shares

    1.23% of the 13F portfolio, value $5,301,200.

    13F-HR 0002024049-26-000003 filed by Investment Planning Advisors, 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 65,573 shares
    Change vs previous 13F +1,849 shares

    1.3% of the 13F portfolio, value $4,708,771.

    13F-HR 0002024049-26-000002 filed by Investment Planning Advisors, 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 63,724 shares
    Change vs previous 13F +2,373 shares

    1.39% of the 13F portfolio, value $4,759,371.

    13F-HR 0002024049-26-000001 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 61,351 shares
    Change vs previous 13F -420,721 shares

    1.43% of the 13F portfolio, value $4,545,480.

    13F-HR 0002024049-25-000008 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 482,072 shares
    Change vs previous 13F +36,304 shares

    11.95% of the 13F portfolio, value $33,812,497.

    13F-HR 0002024049-25-000005 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 445,768 shares
    Change vs previous 13F +180,000 shares

    11.53% of the 13F portfolio, value $28,377,561.

    13F-HR 0002024049-25-000002 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 265,768 shares
    Change vs previous 13F not available

    7.79% of the 13F portfolio, value $17,835,659.

    13F-HR 0002024049-25-000001 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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