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Investment Planning Advisors, Inc.: JPM position timeline

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

Investment Planning Advisors, Inc. held 3,980 JPM 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 3,980 shares
    Change vs previous 13F +237 shares

    0.3% of the 13F portfolio, value $1,316,701.

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

  2. period ended2026-06-30
    13F 3,743 shares
    Change vs previous 13F +246 shares

    0.28% of the 13F portfolio, value $1,225,086.

    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 3,497 shares
    Change vs previous 13F +610 shares

    0.28% of the 13F portfolio, value $1,028,539.

    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 2,887 shares
    Change vs previous 13F +325 shares

    0.27% of the 13F portfolio, value $930,241.

    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 2,562 shares
    Change vs previous 13F +1,104 shares

    0.25% of the 13F portfolio, value $808,036.

    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 1,458 shares
    Change vs previous 13F +185 shares

    0.15% of the 13F portfolio, value $422,561.

    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 1,273 shares
    Change vs previous 13F -12 shares

    0.13% of the 13F portfolio, value $312,167.

    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 1,285 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $308,014.

    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).