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Phillips Wealth Planners LLC: JPM position timeline

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

Phillips Wealth Planners LLC held 7,254 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,254 shares
    Change vs previous 13F +13 shares

    1.81% of the 13F portfolio, value $2,460,754.

    13F-HR 0001951757-26-001185 filed by Phillips Wealth Planners 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 7,241 shares
    Change vs previous 13F -200 shares

    1.63% of the 13F portfolio, value $2,172,346.

    13F-HR 0001951757-26-000857 filed by Phillips Wealth Planners 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 7,441 shares
    Change vs previous 13F +156 shares

    1.8% of the 13F portfolio, value $2,247,526.

    13F-HR 0001951757-26-000416 filed by Phillips Wealth Planners 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 7,285 shares
    Change vs previous 13F +150 shares

    1.87% of the 13F portfolio, value $2,252,424.

    13F-HR 0001951757-25-001329 filed by Phillips Wealth Planners 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 7,135 shares
    Change vs previous 13F -150 shares

    1.83% of the 13F portfolio, value $2,017,679.

    13F-HR 0001951757-25-000619 filed by Phillips Wealth Planners 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 7,285 shares
    Change vs previous 13F +147 shares

    1.82% of the 13F portfolio, value $1,720,753.

    13F-HR 0001951757-25-000440 filed by Phillips Wealth Planners 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 7,138 shares
    Change vs previous 13F -90 shares

    1.71% of the 13F portfolio, value $1,712,229.

    13F-HR 0001951757-25-000073 filed by Phillips Wealth Planners 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 7,228 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $1,616,504.

    13F-HR 0001951757-24-001139 filed by Phillips Wealth Planners LLC
    Filed (acceptance time not in the bulk data set), ingested

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