Back to JPM-PM
Comprehensive Financial Planning, Inc./PA → JPM-PM
Comprehensive Financial Planning, Inc./PA JPM-PM Position History
JPM-PM
Quarters held
46
Latest value
$2K
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $586K |
| Q3 2025 | $497K |
| Q3 2025 | $8K |
| Q3 2025 | $1.1M |
| Q3 2025 | $12K |
| Q3 2025 | $1M |
| Q3 2025 | $3.3M |
| Q3 2025 | $44K |
| Q3 2025 | $1.6M |
| Q3 2025 | $3K |
| Q4 2025 | $636K |
| Q4 2025 | $510K |
| Q4 2025 | $1.2M |
| Q4 2025 | $12K |
| Q4 2025 | $915K |
| Q4 2025 | $3.3M |
| Q4 2025 | $43K |
| Q4 2025 | $2.2M |
| Q4 2025 | $3K |
| Q1 2026 | $582K |
| Q1 2026 | $514K |
| Q1 2026 | $1.2M |
| Q1 2026 | $12K |
| Q1 2026 | $960K |
| Q1 2026 | $3.1M |
| Q1 2026 | $147K |
| Q1 2026 | $3.2M |
| Q1 2026 | $3K |
| Q2 2026 | $660K |
| Q2 2026 | $465K |
| Q2 2026 | $1.2M |
| Q2 2026 | $13K |
| Q2 2026 | $974K |
| Q2 2026 | $3.8M |
| Q2 2026 | $236K |
| Q2 2026 | $3.6M |
| Q2 2026 | $3K |
| Q3 2026 | $680K |
| Q3 2026 | $472K |
| Q3 2026 | $1.1M |
| Q3 2026 | $13K |
| Q3 2026 | $988K |
| Q3 2026 | $3.7M |
| Q3 2026 | $841 |
| Q3 2026 | $4.1M |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 115 | — | — |
| Q3 2026 | $4.1M | 42.8K | — | — |
| Q3 2026 | $841 | 8 | — | — |
| Q3 2026 | $3.7M | 38.3K | — | — |
| Q3 2026 | $988K | 16.1K | — | — |
| Q3 2026 | $13K | 251 | — | — |
| Q3 2026 | $1.1M | 24.6K | — | — |
| Q3 2026 | $472K | 8.4K | — | — |
| Q3 2026 | $680K | 2.1K | — | — |
| Q2 2026 | $3K | 115 | — | — |
| Q2 2026 | $3.6M | 39.6K | — | — |
| Q2 2026 | $236K | 2.1K | — | — |
| Q2 2026 | $3.8M | 38.2K | — | — |
| Q2 2026 | $974K | 15.8K | — | — |
| Q2 2026 | $13K | 249 | — | — |
| Q2 2026 | $1.2M | 24.8K | — | — |
| Q2 2026 | $465K | 8.2K | — | — |
| Q2 2026 | $660K | 2.0K | — | — |
| Q1 2026 | $3K | 115 | — | — |
| Q1 2026 | $3.2M | 37.5K | — | — |
| Q1 2026 | $147K | 1.8K | — | — |
| Q1 2026 | $3.1M | 36.4K | — | — |
| Q1 2026 | $960K | 17.3K | — | — |
| Q1 2026 | $12K | 246 | — | — |
| Q1 2026 | $1.2M | 25.9K | — | — |
| Q1 2026 | $514K | 9.1K | — | — |
| Q1 2026 | $582K | 2.0K | — | — |
| Q4 2025 | $3K | 115 | — | — |
| Q4 2025 | $2.2M | 27.2K | — | — |
| Q4 2025 | $43K | 481 | — | — |
| Q4 2025 | $3.3M | 36.1K | — | — |
| Q4 2025 | $915K | 15.7K | — | — |
| Q4 2025 | $12K | 243 | — | — |
| Q4 2025 | $1.2M | 24.3K | — | — |
| Q4 2025 | $510K | 8.9K | — | — |
| Q4 2025 | $636K | 2.0K | — | — |
| Q3 2025 | $3K | 115 | — | — |
| Q3 2025 | $1.6M | 21.6K | — | — |
| Q3 2025 | $44K | 476 | — | — |
| Q3 2025 | $3.3M | 35.1K | — | — |
| Q3 2025 | $1M | 17.6K | — | — |
| Q3 2025 | $12K | 245 | — | — |
| Q3 2025 | $1.1M | 23.6K | — | — |
| Q3 2025 | $8K | 156 | — | — |
| Q3 2025 | $497K | 8.7K | — | — |
| Q3 2025 | $586K | 1.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B