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Disclosery

Peak Planning Group, LLC: JPM position timeline

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

Peak Planning Group, LLC held 19,098 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,098 shares
    Change vs previous 13F -231 shares

    1.41% of the 13F portfolio, value $6,251,277.

    13F-HR 0001951757-26-001241 filed by Peak Planning Group, LLC
    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 19,329 shares
    Change vs previous 13F -235 shares

    1.58% of the 13F portfolio, value $5,685,692.

    13F-HR 0001951757-26-000701 filed by Peak Planning Group, LLC
    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 19,564 shares
    Change vs previous 13F +8,396 shares

    1.77% of the 13F portfolio, value $6,304,036.

    13F-HR 0001951757-26-000428 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 11,168 shares
    Change vs previous 13F +21 shares

    1.84% of the 13F portfolio, value $3,522,666.

    13F-HR 0001951757-26-000905 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,147 shares
    Change vs previous 13F -7,505 shares

    2.07% of the 13F portfolio, value $3,231,560.

    13F-HR 0001951757-26-000923 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 18,652 shares
    Change vs previous 13F -293 shares

    1.92% of the 13F portfolio, value $4,575,431.

    13F-HR 0001951757-26-000925 filed by Peak Planning Group, LLC
    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 18,945 shares
    Change vs previous 13F +138 shares

    1.89% of the 13F portfolio, value $4,541,159.

    13F-HR 0001951757-26-000904 filed by Peak Planning Group, LLC
    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 18,807 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $3,965,664.

    13F-HR 0001951757-26-000926 filed by Peak Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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