Back to JPM-PM
Center for Financial Planning, Inc. → JPM-PM
Center for Financial Planning, Inc. JPM-PM Position History
JPM-PM
Quarters held
20
Latest value
$51K
Q3 2026
Peak value
$6.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.4M |
| Q3 2025 | $47K |
| Q3 2025 | $10K |
| Q3 2025 | $7K |
| Q4 2025 | $5.6M |
| Q4 2025 | $46K |
| Q4 2025 | $10K |
| Q4 2025 | $7K |
| Q1 2026 | $5.1M |
| Q1 2026 | $47K |
| Q1 2026 | $10K |
| Q1 2026 | $7K |
| Q2 2026 | $5.7M |
| Q2 2026 | $51K |
| Q2 2026 | $11K |
| Q2 2026 | $8K |
| Q3 2026 | $6.2M |
| Q3 2026 | $12K |
| Q3 2026 | $8K |
| Q3 2026 | $51K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $51K | 916 | — | — |
| Q3 2026 | $8K | 79 | — | — |
| Q3 2026 | $12K | 147 | — | — |
| Q3 2026 | $6.2M | 18.6K | — | — |
| Q2 2026 | $8K | 79 | — | — |
| Q2 2026 | $11K | 147 | — | — |
| Q2 2026 | $51K | 981 | — | — |
| Q2 2026 | $5.7M | 17.3K | — | — |
| Q1 2026 | $7K | 79 | — | — |
| Q1 2026 | $10K | 147 | — | — |
| Q1 2026 | $47K | 981 | — | — |
| Q1 2026 | $5.1M | 17.4K | — | — |
| Q4 2025 | $7K | 79 | — | — |
| Q4 2025 | $10K | 147 | — | — |
| Q4 2025 | $46K | 981 | — | — |
| Q4 2025 | $5.6M | 17.3K | — | — |
| Q3 2025 | $7K | 79 | — | — |
| Q3 2025 | $10K | 147 | — | — |
| Q3 2025 | $47K | 981 | — | — |
| Q3 2025 | $5.4M | 17.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B