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Midwest Professional Planners, LTD.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Midwest Professional Planners, LTD. on JPM, newest first. How the timeline and the estimate are built.

Midwest Professional Planners, LTD. held 24,533 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,533 shares
    Change vs previous 13F -1,315 shares

    1.57% of the 13F portfolio, value $8,030,439.

    13F-HR 0001104659-26-091019 filed by Midwest Professional Planners, LTD.
    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 25,848 shares
    Change vs previous 13F +878 shares

    1.79% of the 13F portfolio, value $7,603,431.

    13F-HR 0001104659-26-055534 filed by Midwest Professional Planners, LTD.
    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 24,970 shares
    Change vs previous 13F -150 shares

    1.91% of the 13F portfolio, value $8,045,969.

    13F-HR 0001104659-26-011339 filed by Midwest Professional Planners, LTD.
    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 25,120 shares
    Change vs previous 13F -92 shares

    1.93% of the 13F portfolio, value $7,923,698.

    13F-HR 0001104659-25-106059 filed by Midwest Professional Planners, LTD.
    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 25,212 shares
    Change vs previous 13F +185 shares

    1.92% of the 13F portfolio, value $7,309,185.

    13F-HR 0001104659-25-075997 filed by Midwest Professional Planners, LTD.
    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 25,027 shares
    Change vs previous 13F -926 shares

    1.91% of the 13F portfolio, value $6,139,083.

    13F-HR 0001104659-25-043940 filed by Midwest Professional Planners, LTD.
    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 25,953 shares
    Change vs previous 13F +170 shares

    1.86% of the 13F portfolio, value $6,221,077.

    13F-HR 0001104659-25-010809 filed by Midwest Professional Planners, LTD.
    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 25,783 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $5,436,505.

    13F-HR 0001104659-24-118614 filed by Midwest Professional Planners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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