Spartan Planning & Wealth Management
Position in JPM — Jpmorgan Chase & Co
CIK 1749283
GREENSBORO, NC
Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,375,113
+$489,104 QoQ
Shares Held
4,201
+39.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
#3,318
of 5,058 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Spartan Planning & Wealth Management holds $2,501,391 across 3 Banks - Diversified names. JPM ranks #1 (55.0% of the industry book) .
All Filings in JPM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,375,113 | 4,201 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $886,009 | 3,012 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,016,774 | 6,259 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,723,509 | 5,464 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,581,748 | 5,456 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,358,471 | 5,538 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,372,819 | 5,727 | Shares | Sole | 2025-01-07 | |
| 2023-12-31 | $642,978 | 3,780 | Shares | Sole | 2024-03-12 | |
| 2023-09-30 | $153,431 | 1,058 | Shares | Sole | 2023-11-17 | |
| 2022-12-31 | $235,747 | 1,758 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||