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S.E.E.D. Planning Group’s JPMorgan Chase JPM Stock Holding History

S.E.E.D. Planning Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.95M Sell
10,019
-502
-5% -$152K 0.86% 32
2025
Q4 		$3.39M Sell
10,521
-254
-2% -$78.6K 0.97% 31
2025
Q3 		$3.4M Sell
10,775
-464
-4% -$138K 0.99% 32
2025
Q2 		$3.26M Sell
11,239
-333
-3% -$85K 1.02% 32
2025
Q1 		$2.84M Sell
11,572
-769
-6% -$196K 0.96% 35
2024
Q4 		$2.96M Sell
12,341
-617
-5% -$144K 0.99% 33
2024
Q3 		$2.73M Sell
12,958
-452
-3% -$95.2K 0.91% 34
2024
Q2 		$2.71M Sell
13,410
-507
-4% -$99.1K 0.99% 31
2024
Q1 		$2.79M Sell
13,917
-707
-5% -$128K 1.02% 32
2023
Q4 		$2.49M Sell
14,624
-347
-2% -$52.6K 1% 31
2023
Q3 		$2.17M Sell
14,971
-574
-4% -$86K 0.84% 36
2023
Q2 		$2.26M Buy
15,545
+600
+4% +$82.5K 0.79% 37
2023
Q1 		$1.95M Sell
14,945
-1,526
-9% -$209K 0.75% 37
2022
Q4 		$2.21M Buy
16,471
+921
+6% +$117K 0.96% 34
2022
Q3 		$1.63M Buy
15,550
+1,089
+8% +$125K 0.76% 37
2022
Q2 		$1.63M Buy
14,461
+1,784
+14% +$221K 0.74% 38
2022
Q1 		$1.73M Buy
12,677
+10,814
+580% +$1.6M 0.74% 40
2021
Q4 		$295K Buy
1,863
+23
+1% +$3.78K 0.13% 66
2021
Q3 		$301K Sell
1,840
-408
-18% -$64K 0.14% 65
2021
Q2 		$350K Buy
2,248
+245
+12% +$38.5K 0.17% 64
2021
Q1 		$305K Sell
2,003
-1
-0% -$144 0.17% 65
2020
Q4 		$255K Buy
+2,004
New +$224K 0.15% 60

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

S.E.E.D. Planning Group's JPM Position: Q1 2026 in Review

S.E.E.D. Planning Group reduced its JPMorgan Chase (JPM) stake by 4.8% in Q1 2026, selling an estimated $152K and leaving 10,019 shares worth $2.95M. The position accounts for 0.86% of the portfolio, ranked #32.

S.E.E.D. Planning Group first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.4M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • S.E.E.D. Planning Group held 10,019 shares of JPMorgan Chase worth $2.95M as of Q1 2026.
  • S.E.E.D. Planning Group sold 502 JPMorgan Chase shares in Q1 2026, an estimated $152K.
  • JPMorgan Chase made up 0.86% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #32 holding.
  • S.E.E.D. Planning Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • S.E.E.D. Planning Group's JPMorgan Chase position peaked at $3.4M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.