Skip to content
Disclosery

Plan A Wealth LLC: JPM position timeline

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

Plan A Wealth LLC held 2,051 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,051 shares
    Change vs previous 13F -115 shares

    0.24% of the 13F portfolio, value $678,532.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,166 shares
    Change vs previous 13F -339 shares

    0.3% of the 13F portfolio, value $708,997.

    13F-HR 0001172661-26-002615 filed by Plan A Wealth 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 2,505 shares
    Change vs previous 13F -72 shares

    0.35% of the 13F portfolio, value $736,871.

    13F-HR 0001172661-26-002250 filed by Plan A Wealth 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 2,577 shares
    Change vs previous 13F -734 shares

    0.41% of the 13F portfolio, value $830,361.

    13F-HR 0001172661-26-000517 filed by Plan A Wealth 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 3,311 shares
    Change vs previous 13F -432 shares

    0.53% of the 13F portfolio, value $1,044,389.

    13F-HR 0001172661-25-004609 filed by Plan A Wealth 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 3,743 shares
    Change vs previous 13F -57 shares

    0.62% of the 13F portfolio, value $1,085,270.

    13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,800 shares
    Change vs previous 13F +11 shares

    0.72% of the 13F portfolio, value $932,132.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,789 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $908,207.

    13F-HR 0001172661-25-004606 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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