Back to JPM-PM
Advisory Resource Group → JPM-PM
Advisory Resource Group JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$8M
Q3 2026
Peak value
$8.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $334K |
| Q4 2025 | $8M |
| Q1 2026 | $324K |
| Q1 2026 | $8M |
| Q2 2026 | $361K |
| Q2 2026 | $8.9M |
| Q3 2026 | $403K |
| Q3 2026 | $8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8M | 130.9K | — | — |
| Q3 2026 | $403K | 1.2K | — | — |
| Q2 2026 | $8.9M | 144.6K | — | — |
| Q2 2026 | $361K | 1.1K | — | — |
| Q1 2026 | $8M | 143.7K | — | — |
| Q1 2026 | $324K | 1.1K | — | — |
| Q4 2025 | $8M | 138.1K | — | — |
| Q4 2025 | $334K | 1.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B