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Disclosery

Plancorp, LLC: JPM position timeline

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

Plancorp, LLC held 9,998 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,998 shares
    Change vs previous 13F +153 shares

    0.08% of the 13F portfolio, value $3,344,691.

    13F-HR 0001754960-26-000517 filed by Plancorp, 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 9,845 shares
    Change vs previous 13F +195 shares

    0.09% of the 13F portfolio, value $3,050,670.

    13F-HR 0001754960-26-000252 filed by Plancorp, 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 9,650 shares
    Change vs previous 13F -446 shares

    0.09% of the 13F portfolio, value $3,109,545.

    13F-HR 0001754960-26-000156 filed by Plancorp, 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 10,096 shares
    Change vs previous 13F -724 shares

    0.1% of the 13F portfolio, value $3,184,581.

    13F-HR 0001754960-25-000672 filed by Plancorp, 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 10,820 shares
    Change vs previous 13F -142 shares

    0.11% of the 13F portfolio, value $3,136,826.

    13F-HR 0001754960-25-000402 filed by Plancorp, 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 10,962 shares
    Change vs previous 13F +1,134 shares

    0.11% of the 13F portfolio, value $2,688,979.

    13F-HR 0001879202-25-000022 filed by Plancorp, 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 9,828 shares
    Change vs previous 13F +1,362 shares

    0.1% of the 13F portfolio, value $2,355,870.

    13F-HR 0001879202-25-000003 filed by Plancorp, 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 8,466 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,785,141.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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