Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,249,404
+$302,215 QoQ
Shares Held
9,927
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#2,498
of 5,058 holders
Holding Since
Dec 2020
23 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, 2026S.E.E.D. Planning Group LLC holds $3,249,404 across 1 Banks - Diversified name. JPM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
9,927 | $3,249,404 |
All Filings in JPM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,249,404 | 9,927 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,947,189 | 10,019 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,390,076 | 10,521 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,398,758 | 10,775 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,258,298 | 11,239 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,838,611 | 11,572 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,958,261 | 12,341 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,732,323 | 12,958 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,712,306 | 13,410 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,787,575 | 13,917 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,487,542 | 14,624 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,171,094 | 14,971 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,260,864 | 15,545 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,947,482 | 14,945 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,208,761 | 16,471 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,624,975 | 15,550 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,628,453 | 14,461 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,728,128 | 12,677 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $295,006 | 1,863 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $301,189 | 1,840 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $349,653 | 2,248 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $304,916 | 2,003 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $254,648 | 2,004 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||