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Livermore
Livermore
ZHEN

S.E.E.D. Planning Group LLC

SEC CIK
0001765515
Latest filing
Aug 4, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by S.E.E.D. Planning Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
9,927
Value
$3.25M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of JPM by S.E.E.D. Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,927$3.25M0.9%−92−0.9%ReducedHolders
Q1 202610,019$2.95M0.9%−502−4.8%ReducedHolders
Q4 202510,521$3.39M1.0%−254−2.4%ReducedHolders
Q3 202510,775$3.40M1.0%−464−4.1%ReducedHolders
Q2 202511,239$3.26M1.0%−333−2.9%ReducedHolders
Q1 202511,572$2.84M1.0%−769−6.2%ReducedHolders
Q4 202412,341$2.96M1.0%−617−4.8%ReducedHolders
Q3 202412,958$2.73M0.9%−452−3.4%ReducedHolders
Q2 202413,410$2.71M1.0%−507−3.6%ReducedHolders
Q1 202413,917$2.79M1.0%−707−4.8%ReducedHolders
Q4 202314,624$2.49M1.0%−347−2.3%ReducedHolders
Q3 202314,971$2.17M0.8%−574−3.7%ReducedHolders
Q2 202315,545$2.26M0.8%+600+4.0%AddedHolders
Q1 202314,945$1.95M0.8%−1,526−9.3%ReducedHolders
Q4 202216,471$2.21M1.0%+921+5.9%AddedHolders
Q3 202215,550$1.63M0.8%+1,089+7.5%AddedHolders
Q2 202214,461$1.63M0.7%+1,784+14.1%AddedHolders
Q1 202212,677$1.73M0.7%+10,814+580.5%AddedHolders
Q4 20211,863$295.0K0.1%+23+1.3%AddedHolders
Q3 20211,840$301.0K0.1%−408−18.1%ReducedHolders
Q2 20212,248$350.0K0.2%+245+12.2%AddedHolders
Q1 20212,003$305.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.