SEEDPG
S.E.E.D. Planning Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Sell |
11,239
-333
| -3% | -$96.5K | 1.02% | 32 |
|
|
2025
Q1 | $2.84M | Sell |
11,572
-769
| -6% | -$189K | 0.96% | 35 |
|
|
2024
Q4 | $2.96M | Sell |
12,341
-617
| -5% | -$148K | 0.99% | 33 |
|
|
2024
Q3 | $2.73M | Sell |
12,958
-452
| -3% | -$95.3K | 0.91% | 34 |
|
|
2024
Q2 | $2.71M | Sell |
13,410
-507
| -4% | -$103K | 0.99% | 31 |
|
|
2024
Q1 | $2.79M | Sell |
13,917
-707
| -5% | -$142K | 1.02% | 32 |
|
|
2023
Q4 | $2.49M | Sell |
14,624
-347
| -2% | -$59K | 1% | 31 |
|
|
2023
Q3 | $2.17M | Sell |
14,971
-574
| -4% | -$83.2K | 0.84% | 36 |
|
|
2023
Q2 | $2.26M | Buy |
15,545
+600
| +4% | +$87.3K | 0.79% | 37 |
|
|
2023
Q1 | $1.95M | Sell |
14,945
-1,526
| -9% | -$199K | 0.75% | 37 |
|
|
2022
Q4 | $2.21M | Buy |
16,471
+921
| +6% | +$124K | 0.96% | 34 |
|
|
2022
Q3 | $1.63M | Buy |
15,550
+1,089
| +8% | +$114K | 0.76% | 37 |
|
|
2022
Q2 | $1.63M | Buy |
14,461
+1,784
| +14% | +$201K | 0.74% | 38 |
|
|
2022
Q1 | $1.73M | Buy |
12,677
+10,814
| +580% | +$1.47M | 0.74% | 40 |
|
|
2021
Q4 | $295K | Buy |
1,863
+23
| +1% | +$3.64K | 0.13% | 66 |
|
|
2021
Q3 | $301K | Sell |
1,840
-408
| -18% | -$66.7K | 0.14% | 65 |
|
|
2021
Q2 | $350K | Buy |
2,248
+245
| +12% | +$38.1K | 0.17% | 64 |
|
|
2021
Q1 | $305K | Sell |
2,003
-1
| -0% | -$152 | 0.17% | 65 |
|
|
2020
Q4 | $255K | Buy |
+2,004
| New | +$255K | 0.15% | 60 |
|