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Disclosery

Trailhead Planners LLC: JPM position timeline

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

Trailhead Planners LLC held 1,543 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,543 shares
    Change vs previous 13F +98 shares

    0.49% of the 13F portfolio, value $505,070.

    13F-HR 0002109534-26-000003 filed by Trailhead 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 1,445 shares
    Change vs previous 13F -16 shares

    0.41% of the 13F portfolio, value $425,061.

    13F-HR 0002109534-26-000002 filed by Trailhead 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 1,461 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $470,763.

    13F-HR 0002109534-26-000001 filed by Trailhead Planners LLC
    Filed (acceptance time not in the bulk data set), ingested

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