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Lakeshore Financial Planning, Inc.: JPM position timeline

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

Lakeshore Financial Planning, Inc. held 11,414 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 11,414 shares
    Change vs previous 13F +48 shares

    1.17% of the 13F portfolio, value $3,776,050.

    13F-HR 0001172661-26-004495 filed by Lakeshore Financial Planning, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,366 shares
    Change vs previous 13F +2,889 shares

    1.2% of the 13F portfolio, value $3,721,161.

    13F-HR 0001172661-26-002586 filed by Lakeshore Financial Planning, 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 8,477 shares
    Change vs previous 13F +56 shares

    0.9% of the 13F portfolio, value $2,494,390.

    13F-HR 0001172661-26-001621 filed by Lakeshore Financial Planning, 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 8,421 shares
    Change vs previous 13F -1 shares

    0.97% of the 13F portfolio, value $2,713,421.

    13F-HR 0001172661-26-000989 filed by Lakeshore Financial Planning, 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 8,422 shares
    Change vs previous 13F +5 shares

    0.99% of the 13F portfolio, value $2,657,018.

    13F-HR 0001172661-25-004916 filed by Lakeshore Financial Planning, 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 8,417 shares
    Change vs previous 13F +37 shares

    0.98% of the 13F portfolio, value $2,440,502.

    13F-HR 0001172661-25-002569 filed by Lakeshore Financial Planning, 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 8,380 shares
    Change vs previous 13F -2,083 shares

    0.86% of the 13F portfolio, value $2,056,009.

    13F-HR 0001172661-25-002098 filed by Lakeshore Financial Planning, 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 10,463 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,508,387.

    13F-HR 0001172661-25-000644 filed by Lakeshore Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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