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Boyer Financial Services, Inc. → JPM-PM
Boyer Financial Services, Inc. JPM-PM Position History
JPM-PM
Quarters held
9
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.6M |
| Q4 2025 | $200K |
| Q1 2026 | $2.1M |
| Q2 2026 | $904K |
| Q2 2026 | $220K |
| Q2 2026 | $2.1M |
| Q3 2026 | $859K |
| Q3 2026 | $913K |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 26.1K | — | — |
| Q3 2026 | $913K | 16.2K | — | — |
| Q3 2026 | $859K | 10.5K | — | — |
| Q2 2026 | $2.1M | 22.2K | — | — |
| Q2 2026 | $220K | 3.9K | — | — |
| Q2 2026 | $904K | 10.9K | — | — |
| Q1 2026 | $2.1M | 27.5K | — | — |
| Q4 2025 | $200K | 3.5K | — | — |
| Q4 2025 | $1.6M | 20.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
Other Boyer Financial Services, Inc. positions
COF-PN
$12MCAPITAL GROUP DIVIDEND GROWE
COF-PN
$12MCAPITAL GROUP DIVIDEND GROWE
COF-PN
$11.2MCAPITAL GROUP GROWTH ETF
COF-PN
$11.1MCAPITAL GROUP CORE BALANCED
COF-PN
$11.1MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$11MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$10.9MCAPITAL GROUP CORE BALANCED
COF-PN
$10.7MCAPITAL GROUP GROWTH ETF