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BFSG, LLC JPM-PM Position History
JPM-PM
Quarters held
27
Latest value
$2M
Q3 2026
Peak value
$12.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.3M |
| Q4 2025 | $198K |
| Q4 2025 | $2M |
| Q4 2025 | $15K |
| Q4 2025 | $11.8M |
| Q4 2025 | $196K |
| Q1 2026 | $7.7M |
| Q1 2026 | $183K |
| Q1 2026 | $2M |
| Q1 2026 | $15K |
| Q1 2026 | $12.1M |
| Q1 2026 | $181K |
| Q1 2026 | $197K |
| Q2 2026 | $8.6M |
| Q2 2026 | $207K |
| Q2 2026 | $2.1M |
| Q2 2026 | $17K |
| Q2 2026 | $12.9M |
| Q2 2026 | $202K |
| Q2 2026 | $1.5M |
| Q3 2026 | $8.4M |
| Q3 2026 | $201K |
| Q3 2026 | $2.2M |
| Q3 2026 | $18K |
| Q3 2026 | $12.4M |
| Q3 2026 | $215K |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 39.4K | — | — |
| Q3 2026 | $215K | 3.5K | — | — |
| Q3 2026 | $12.4M | 245.9K | — | — |
| Q3 2026 | $18K | 240 | — | — |
| Q3 2026 | $2.2M | 44.0K | — | — |
| Q3 2026 | $201K | 3.6K | — | — |
| Q3 2026 | $8.4M | 25.4K | — | — |
| Q2 2026 | $1.5M | 28.9K | — | — |
| Q2 2026 | $202K | 3.3K | — | — |
| Q2 2026 | $12.9M | 256.0K | — | — |
| Q2 2026 | $17K | 240 | — | — |
| Q2 2026 | $2.1M | 41.5K | — | — |
| Q2 2026 | $207K | 3.7K | — | — |
| Q2 2026 | $8.6M | 26.2K | — | — |
| Q1 2026 | $197K | 3.8K | — | — |
| Q1 2026 | $181K | 3.3K | — | — |
| Q1 2026 | $12.1M | 238.7K | — | — |
| Q1 2026 | $15K | 240 | — | — |
| Q1 2026 | $2M | 39.5K | — | — |
| Q1 2026 | $183K | 3.2K | — | — |
| Q1 2026 | $7.7M | 26.3K | — | — |
| Q4 2025 | $196K | 3.4K | — | — |
| Q4 2025 | $11.8M | 232.6K | — | — |
| Q4 2025 | $15K | 240 | — | — |
| Q4 2025 | $2M | 38.4K | — | — |
| Q4 2025 | $198K | 3.5K | — | — |
| Q4 2025 | $8.3M | 25.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B