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Livermore
Livermore
ZHEN

Peak Planning Group, LLC

SEC CIK
0002097384
Latest filing
Aug 12, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Peak 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)
19,098
Value
$6.25M
% of portfolio
1.4%
Quarters held
20
Since Q1 2021
Holdings of JPM by Peak Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,098$6.25M1.4%−231−1.2%ReducedHolders
Q1 202619,329$5.69M1.6%−235−1.2%ReducedHolders
Q4 202519,564$6.30M1.8%+8,396+75.2%AddedHolders
Q3 202511,168$3.52M1.8%+21+0.2%AddedHolders
Q2 202511,147$3.23M2.1%−7,505−40.2%ReducedHolders
Q1 202518,652$4.58M1.9%−293−1.5%ReducedHolders
Q4 202418,945$4.54M1.9%+138+0.7%AddedHolders
Q3 202418,807$3.97M1.7%+61+0.3%AddedHolders
Q2 202418,746$3.79M1.9%+1,842+10.9%AddedHolders
Q1 202416,904$3.39M2.1%+469+2.9%AddedHolders
Q4 202316,435$2.80M2.0%−219−1.3%ReducedHolders
Q3 202316,654$2.42M1.9%−751−4.3%ReducedHolders
Q2 202317,405$2.53M1.9%+326+1.9%AddedHolders
Q1 202317,079$2.23M1.8%+725+4.4%AddedHolders
Q4 202216,354$2.19M1.9%+598+3.8%AddedHolders
Q3 202215,756$1.65M1.5%+1,125+7.7%AddedHolders
Q2 202214,631$1.65M1.4%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 202111,370$1.80M1.3%+515+4.7%AddedHolders
Q3 202110,855$1.78M1.5%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 202110,200$1.55M1.5%––Holders

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