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LifeGoal Investments, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifeGoal Investments, LLC on JPM, newest first. How the timeline and the estimate are built.

LifeGoal Investments, LLC held 2,449 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,449 shares
    Change vs previous 13F +206 shares

    0.25% of the 13F portfolio, value $810,222.

    13F-HR 0001754960-26-000832 filed by LifeGoal Investments, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,243 shares
    Change vs previous 13F +383 shares

    0.34% of the 13F portfolio, value $734,201.

    13F-HR 0001754960-26-000428 filed by LifeGoal Investments, LLC
    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 1,860 shares
    Change vs previous 13F +468 shares

    0.31% of the 13F portfolio, value $549,407.

    13F-HR 0001754960-26-000251 filed by LifeGoal Investments, LLC
    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 1,392 shares
    Change vs previous 13F +227 shares

    0.3% of the 13F portfolio, value $448,530.

    13F-HR 0001754960-26-000066 filed by LifeGoal Investments, LLC
    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 1,165 shares
    Change vs previous 13F +77 shares

    0.31% of the 13F portfolio, value $367,476.

    13F-HR 0001754960-25-000803 filed by LifeGoal Investments, LLC
    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 1,088 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $315,422.

    13F-HR 0001754960-25-000427 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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