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Disclosery

WR Wealth Planners, LLC: JPM position timeline

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

WR Wealth Planners, LLC held 9,457 JPM shares at 2024-12-31 per its 13F-HR filed 2025-02-05.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 9,457 shares
    Change vs previous 13F -184 shares

    0.73% of the 13F portfolio, value $2,267,039.

    13F-HR 0002031978-25-000001 filed by WR Wealth 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 ended2024-09-30
    13F 9,641 shares
    Change vs previous 13F +58 shares

    0.57% of the 13F portfolio, value $2,032,961.

    13F-HR 0002031978-24-000010 filed by WR Wealth 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 ended2024-06-30
    13F 9,583 shares
    Change vs previous 13F -301 shares

    0.59% of the 13F portfolio, value $1,938,288.

    13F-HR 0002031978-24-000004 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 9,884 shares
    Change vs previous 13F +216 shares

    0.62% of the 13F portfolio, value $1,979,722.

    13F-HR 0002031978-24-000003 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 9,668 shares
    Change vs previous 13F +977 shares

    0.61% of the 13F portfolio, value $1,644,460.

    13F-HR 0002031978-24-000001 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 8,691 shares
    Change vs previous 13F +2,217 shares

    0.48% of the 13F portfolio, value $1,260,362.

    13F-HR 0002031978-24-000007 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 6,474 shares
    Change vs previous 13F +3,384 shares

    0.36% of the 13F portfolio, value $941,540.

    13F-HR 0002031978-24-000006 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 3,090 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $402,694.

    13F-HR 0002031978-24-000005 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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