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Blueprint Investment Partners LLC: JPM position timeline

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

Blueprint Investment Partners LLC held 28,105 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,105 shares
    Change vs previous 13F +2,004 shares

    0.44% of the 13F portfolio, value $9,199,407.

    13F-HR 0001794467-26-000009 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 16,553 shares
    • Blueprint Financial Advisors LLC: 11,552 shares

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

  2. period ended2026-03-31
    13F 26,101 shares
    Change vs previous 13F -2,487 shares

    0.46% of the 13F portfolio, value $7,677,801.

    13F-HR 0001794467-26-000008 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 15,783 shares
    • Blueprint Financial Advisors LLC: 10,318 shares

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

  3. period ended2025-12-31
    13F 28,588 shares
    Change vs previous 13F -279 shares

    0.58% of the 13F portfolio, value $9,211,677.

    13F-HR 0001794467-26-000007 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 18,506 shares
    • Blueprint Financial Advisors LLC: 10,082 shares

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

  4. period ended2025-09-30
    13F 28,867 shares
    Change vs previous 13F +10,686 shares

    0.78% of the 13F portfolio, value $9,105,556.

    13F-HR 0001794467-25-000006 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 18,346 shares
    • Blueprint Financial Advisors LLC: 10,521 shares

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

  5. period ended2025-06-30
    13F 18,181 shares
    Change vs previous 13F -5,603 shares

    0.93% of the 13F portfolio, value $5,270,949.

    13F-HR 0001794467-25-000002 filed by Blueprint Investment 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 23,784 shares
    Change vs previous 13F -188 shares

    1.07% of the 13F portfolio, value $5,834,296.

    13F-HR 0002054129-25-000003 filed by Blueprint Investment 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 23,972 shares
    Change vs previous 13F +4,900 shares

    0.91% of the 13F portfolio, value $5,746,347.

    13F-HR 0001794467-25-000001 filed by Blueprint Investment 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 19,072 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $4,021,488.

    13F-HR 0001794467-24-000004 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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