ZynergyRetirementPlanningLLC: JPM position timeline

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

ZynergyRetirementPlanningLLC held 0 JPM shares at 2025-12-31 per its 13F-HR filed 2026-01-09.

the latest 13F is the newest step

period ended2025-12-31
13F 0 shares
Change vs previous 13F -1,321 shares
13F-HR 0002085853-26-000023 filed by ZynergyRetirementPlanningLLC
Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-09-30
13F 1,321 shares
Change vs previous 13F 0 shares
0.26% of the 13F portfolio, value $416,683.
13F-HR 0002085853-25-000029 filed by ZynergyRetirementPlanningLLC
Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,321 shares
Change vs previous 13F +132 shares
0.26% of the 13F portfolio, value $382,971.
13F-HR 0001667731-25-001265 filed by ZynergyRetirementPlanningLLC
Filed 2025-09-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,189 shares
Change vs previous 13F 0 shares
0.2% of the 13F portfolio, value $285,015.
13F-HR 0002031137-25-000002 filed by ZynergyRetirementPlanningLLC
Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,189 shares
Change vs previous 13F not available
0.18% of the 13F portfolio, value $250,713.
13F-HR 0002031137-25-000001 filed by ZynergyRetirementPlanningLLC
Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).