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Disclosery

WealthPLAN Partners, LLC: JPM position timeline

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

WealthPLAN Partners, LLC held 17,279 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,279 shares
    Change vs previous 13F -1,683 shares

    1.08% of the 13F portfolio, value $5,655,809.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, 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 18,962 shares
    Change vs previous 13F -3,413 shares

    1.08% of the 13F portfolio, value $5,577,992.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, 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 22,375 shares
    Change vs previous 13F -953 shares

    1.08% of the 13F portfolio, value $7,209,745.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, 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 23,328 shares
    Change vs previous 13F +1,133 shares

    1.1% of the 13F portfolio, value $7,358,264.

    13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, 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 22,195 shares
    Change vs previous 13F -3,052 shares

    1.04% of the 13F portfolio, value $6,434,472.

    13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, 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 25,247 shares
    Change vs previous 13F -230 shares

    0.87% of the 13F portfolio, value $6,193,155.

    13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, 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 25,477 shares
    Change vs previous 13F -1,844 shares

    0.87% of the 13F portfolio, value $6,107,161.

    13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, 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 27,321 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $5,760,915.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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