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CAP Partners, LLC → JPM-PM

CAP Partners, LLC JPM-PM Position History

JPM-PM

Quarters held
25
Latest value
$845K
Q3 2026
Peak value
$3.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.4M
Q3 2025$318K
Q3 2025$2.7M
Q3 2025$1.1M
Q3 2025$791K
Q4 2025$3.3M
Q4 2025$314K
Q4 2025$2.8M
Q4 2025$1.2M
Q4 2025$746K
Q1 2026$3.3M
Q1 2026$349K
Q1 2026$1.9M
Q1 2026$1.3M
Q1 2026$731K
Q2 2026$3.2M
Q2 2026$345K
Q2 2026$2.2M
Q2 2026$1.6M
Q2 2026$827K
Q3 2026$3.2M
Q3 2026$334K
Q3 2026$2.3M
Q3 2026$1.5M
Q3 2026$845K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$845K13.8K——
Q3 2026$1.5M30.6K——
Q3 2026$2.3M30.8K——
Q3 2026$334K6.6K——
Q3 2026$3.2M57.2K——
Q2 2026$827K13.5K——
Q2 2026$1.6M30.7K——
Q2 2026$2.2M31.1K——
Q2 2026$345K6.8K——
Q2 2026$3.2M57.4K——
Q1 2026$731K13.2K——
Q1 2026$1.3M25.8K——
Q1 2026$1.9M31.0K——
Q1 2026$349K6.8K——
Q1 2026$3.3M58.9K——
Q4 2025$746K12.8K——
Q4 2025$1.2M23.3K——
Q4 2025$2.8M44.1K——
Q4 2025$314K6.2K——
Q4 2025$3.3M58.3K——
Q3 2025$791K13.8K——
Q3 2025$1.1M21.7K——
Q3 2025$2.7M42.4K——
Q3 2025$318K6.2K——
Q3 2025$3.4M59.4K——

Other funds holding JPM-PM

Other CAP Partners, LLC positions

ETHA

INVESCO EXCH TRADED FD TR II

$16.8M
ETHA

INVESCO EXCH TRADED FD TR II

$16.4M
ETHA

INVESCO EXCH TRADED FD TR II

$13.6M
ETHA

INVESCO EXCH TRADED FD TR II

$13.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$13.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$12.8M
ETHA

INVESCO EXCH TRADED FD TR II

$12.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.7M