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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
Q3 		$3.21M Sell
9,715
-212
-2% -$74.2K 0.79% 36
2026
Q2 		$3.25M Sell
9,927
-92
-0.9% -$28.6K 0.86% 37
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 		$1.62M 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

S.E.E.D. Planning Group's JPM Position: Q3 2026 in Review

S.E.E.D. Planning Group reduced its JPMorgan Chase (JPM) stake by 2.1% in Q3 2026, selling an estimated $74.2K and leaving 9,715 shares worth $3.21M. The position accounts for 0.79% of the portfolio, ranked #36.

S.E.E.D. Planning Group first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.4M in Q3 2025. 1,076 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • S.E.E.D. Planning Group held 9,715 shares of JPMorgan Chase worth $3.21M as of Q3 2026.
  • S.E.E.D. Planning Group sold 212 JPMorgan Chase shares in Q3 2026, an estimated $74.2K.
  • JPMorgan Chase made up 0.79% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #36 holding.
  • S.E.E.D. Planning Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • S.E.E.D. Planning Group's JPMorgan Chase position peaked at $3.4M in Q3 2025.
  • 1,076 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.