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Spartan Planning & Wealth Management: JPM position timeline

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

Spartan Planning & Wealth Management held 4,425 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,425 shares
    Change vs previous 13F +224 shares

    0.95% of the 13F portfolio, value $1,464,018.

    13F-HR 0001749283-26-000008 filed by Spartan Planning & Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,201 shares
    Change vs previous 13F +1,189 shares

    0.92% of the 13F portfolio, value $1,375,057.

    13F-HR 0001749283-26-000005 filed by Spartan Planning & Wealth Management
    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 3,012 shares
    Change vs previous 13F -3,247 shares

    0.66% of the 13F portfolio, value $886,095.

    13F-HR 0001749283-26-000004 filed by Spartan Planning & Wealth Management
    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 6,259 shares
    Change vs previous 13F +795 shares

    1.49% of the 13F portfolio, value $2,016,879.

    13F-HR 0001749283-26-000001 filed by Spartan Planning & Wealth Management
    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 5,464 shares
    Change vs previous 13F +8 shares

    1.35% of the 13F portfolio, value $1,723,560.

    13F-HR 0001749283-25-000008 filed by Spartan Planning & Wealth Management
    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 5,456 shares
    Change vs previous 13F -82 shares

    1.35% of the 13F portfolio, value $1,581,749.

    13F-HR 0001749283-25-000004 filed by Spartan Planning & Wealth Management
    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 5,538 shares
    Change vs previous 13F -189 shares

    1.32% of the 13F portfolio, value $1,358,471.

    13F-HR 0001749283-25-000003 filed by Spartan Planning & Wealth Management
    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 5,727 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,372,819.

    13F-HR 0001749283-25-000001 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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