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Disclosery

Plan Group Financial, LLC: JPM position timeline

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

Plan Group Financial, LLC held 37,583 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,583 shares
    Change vs previous 13F -1,719 shares

    2.55% of the 13F portfolio, value $12,301,975.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 39,302 shares
    Change vs previous 13F +328 shares

    2.71% of the 13F portfolio, value $11,560,971.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 38,974 shares
    Change vs previous 13F +32,656 shares

    3.26% of the 13F portfolio, value $12,558,244.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 6,318 shares
    Change vs previous 13F +941 shares

    0.54% of the 13F portfolio, value $1,992,733.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, 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 5,377 shares
    Change vs previous 13F +470 shares

    0.51% of the 13F portfolio, value $1,558,887.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, 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 4,907 shares
    Change vs previous 13F +2,960 shares

    0.43% of the 13F portfolio, value $1,203,772.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, 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 1,947 shares
    Change vs previous 13F +74 shares

    0.25% of the 13F portfolio, value $466,702.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, 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 1,873 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $394,874.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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