Skip to content
Disclosery

LifeSteps Financial, Inc.: JPM position timeline

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

LifeSteps Financial, Inc. held 11,304 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,304 shares
    Change vs previous 13F +923 shares

    1.72% of the 13F portfolio, value $3,700,025.

    13F-HR 0001801373-26-000003 filed by LifeSteps Financial, Inc.
    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 10,381 shares
    Change vs previous 13F +342 shares

    1.93% of the 13F portfolio, value $3,053,569.

    13F-HR 0001801373-26-000002 filed by LifeSteps Financial, Inc.
    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 10,039 shares
    Change vs previous 13F -6 shares

    2.07% of the 13F portfolio, value $3,234,628.

    13F-HR 0001801373-26-000001 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,045 shares
    Change vs previous 13F -187 shares

    2.04% of the 13F portfolio, value $3,168,371.

    13F-HR 0001801373-25-000006 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,232 shares
    Change vs previous 13F +243 shares

    2.04% of the 13F portfolio, value $2,966,357.

    13F-HR 0001801373-25-000004 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 9,989 shares
    Change vs previous 13F -72 shares

    1.99% of the 13F portfolio, value $2,450,186.

    13F-HR 0001801373-25-000003 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 10,061 shares
    Change vs previous 13F +250 shares

    1.85% of the 13F portfolio, value $2,411,702.

    13F-HR 0001801373-25-000001 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,811 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $2,068,692.

    13F-HR 0001801373-24-000005 filed by LifeSteps Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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