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BridgePort Financial Solutions, LLC → JPM-PM

BridgePort Financial Solutions, LLC JPM-PM Position History

JPM-PM

Quarters held
25
Latest value
$276K
Q3 2026
Peak value
$16.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.3M
Q3 2025$5.3M
Q3 2025$14.5M
Q3 2025$7.4M
Q3 2025$343K
Q4 2025$1.3M
Q4 2025$5.3M
Q4 2025$14.7M
Q4 2025$5.4M
Q4 2025$317K
Q1 2026$1.2M
Q1 2026$5.9M
Q1 2026$16.2M
Q1 2026$5.3M
Q1 2026$316K
Q2 2026$1.3M
Q2 2026$11.4M
Q2 2026$6.4M
Q2 2026$1M
Q3 2026$1.7M
Q3 2026$312K
Q3 2026$11M
Q3 2026$6.3M
Q3 2026$1M
Q3 2026$276K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$276K4.5K——
Q3 2026$1M20.2K——
Q3 2026$6.3M85.7K——
Q3 2026$11M244.6K——
Q3 2026$312K5.6K——
Q3 2026$1.7M5.2K——
Q2 2026$1M20.7K——
Q2 2026$6.4M87.9K——
Q2 2026$11.4M243.1K——
Q2 2026$1.3M4.1K——
Q1 2026$316K6.2K——
Q1 2026$5.3M86.9K——
Q1 2026$16.2M344.9K——
Q1 2026$5.9M77.5K——
Q1 2026$1.2M4.2K——
Q4 2025$317K6.3K——
Q4 2025$5.4M85.5K——
Q4 2025$14.7M310.8K——
Q4 2025$5.3M70.4K——
Q4 2025$1.3M4.1K——
Q3 2025$343K6.8K——
Q3 2025$7.4M117.8K——
Q3 2025$14.5M305.5K——
Q3 2025$5.3M71.4K——
Q3 2025$1.3M4.2K——

Other funds holding JPM-PM

Other BridgePort Financial Solutions, LLC positions

ETHA

ISHARES TR

$35.8M
ETHA

ISHARES TR

$34.7M
ETHA

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$33.1M
ETHA

ISHARES TR

$31.2M
ETHA

ISHARES TR

$30.6M
PPT

PUTNAM ETF TRUST

$17.6M
PPT

PUTNAM ETF TRUST

$17.5M
PPT

PUTNAM ETF TRUST

$17.2M