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Arlington Financial Advisors, LLC → JPM-PM

Arlington Financial Advisors, LLC JPM-PM Position History

JPM-PM

Quarters held
17
Latest value
$21.4M
Q3 2026
Peak value
$21.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$7.6M
Q4 2025$353K
Q4 2025$8M
Q4 2025$372K
Q4 2025$17.9M
Q1 2026$7.4M
Q1 2026$437K
Q1 2026$355K
Q1 2026$17.9M
Q2 2026$8.2M
Q2 2026$477K
Q2 2026$393K
Q2 2026$21.1M
Q3 2026$7.9M
Q3 2026$303K
Q3 2026$392K
Q3 2026$21.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$21.4M221.8K——
Q3 2026$392K6.4K——
Q3 2026$303K6.4K——
Q3 2026$7.9M24.0K——
Q2 2026$21.1M213.6K——
Q2 2026$393K6.4K——
Q2 2026$477K9.4K——
Q2 2026$8.2M25.1K——
Q1 2026$17.9M211.6K——
Q1 2026$355K6.4K——
Q1 2026$437K8.7K——
Q1 2026$7.4M25.0K——
Q4 2025$17.9M192.5K——
Q4 2025$372K6.4K——
Q4 2025$8M169.8K——
Q4 2025$353K7.0K——
Q4 2025$7.6M23.4K——

Other funds holding JPM-PM

Other Arlington Financial Advisors, LLC positions

COF-PN

CAPITAL GROUP GBL GROWTH EQT

$61.8M
COF-PN

CAPITAL GROUP GBL GROWTH EQT

$60.3M
COF-PN

CAPITAL GROUP GBL GROWTH EQT

$49.3M
COF-PN

CAPITAL GROUP GBL GROWTH EQT

$48.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$40.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$39.9M
FPF

FIRST TR EXCHANGE-TRADED FD

$39.6M
FPF

FIRST TR EXCHANGE-TRADED FD

$38.2M