S.E.E.D. Planning Group LLC: JPM position timeline

S.E.E.D. Planning Group LLC held 9,715 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 9,715 shares

   Change vs previous 13F -212 shares

   0.79% of the 13F portfolio, value $3,213,945.

   13F-HR 0001765515-26-000006 filed by S.E.E.D. Planning Group LLC
   Accepted 2026-10-07 14:14:15 UTC, ingested 2026-10-07 14:15:29 UTC

2. period ended2026-06-30

   13F 9,927 shares

   Change vs previous 13F -92 shares

   0.86% of the 13F portfolio, value $3,249,337.

   13F-HR 0001765515-26-000005 filed by S.E.E.D. Planning Group LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 10,019 shares

   Change vs previous 13F -502 shares

   0.86% of the 13F portfolio, value $2,947,221.

   13F-HR 0001765515-26-000003 filed by S.E.E.D. Planning Group LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 10,521 shares

   Change vs previous 13F -254 shares

   0.97% of the 13F portfolio, value $3,390,077.

   13F-HR 0001765515-26-000001 filed by S.E.E.D. Planning Group LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 10,775 shares

   Change vs previous 13F -464 shares

   0.99% of the 13F portfolio, value $3,398,758.

   13F-HR 0001765515-25-000008 filed by S.E.E.D. Planning Group LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 11,239 shares

   Change vs previous 13F -333 shares

   1.02% of the 13F portfolio, value $3,258,298.

   13F-HR 0001765515-25-000007 filed by S.E.E.D. Planning Group LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 11,572 shares

   Change vs previous 13F -769 shares

   0.96% of the 13F portfolio, value $2,838,555.

   13F-HR 0001765515-25-000005 filed by S.E.E.D. Planning Group LLC
   Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 12,341 shares

   Change vs previous 13F not available

   0.99% of the 13F portfolio, value $2,958,206.

   13F-HR 0001765515-25-000001 filed by S.E.E.D. Planning Group LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).