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Essential Planning, LLC. → JPM-PM
Essential Planning, LLC. JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$19.8M
Q3 2026
Peak value
$19.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q3 2025 | $431K |
| Q3 2025 | $5.1M |
| Q4 2025 | $1.3M |
| Q4 2025 | $451K |
| Q4 2025 | $8.5M |
| Q1 2026 | $1.3M |
| Q1 2026 | $412K |
| Q1 2026 | $11.9M |
| Q2 2026 | $1.3M |
| Q2 2026 | $451K |
| Q2 2026 | $15.5M |
| Q3 2026 | $1.3M |
| Q3 2026 | $456K |
| Q3 2026 | $19.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.8M | 384.5K | — | — |
| Q3 2026 | $456K | 1.4K | — | — |
| Q3 2026 | $1.3M | 55.0K | — | — |
| Q2 2026 | $15.5M | 297.0K | — | — |
| Q2 2026 | $451K | 1.4K | — | — |
| Q2 2026 | $1.3M | 54.8K | — | — |
| Q1 2026 | $11.9M | 228.9K | — | — |
| Q1 2026 | $412K | 1.4K | — | — |
| Q1 2026 | $1.3M | 55.7K | — | — |
| Q4 2025 | $8.5M | 161.7K | — | — |
| Q4 2025 | $451K | 1.4K | — | — |
| Q4 2025 | $1.3M | 56.1K | — | — |
| Q3 2025 | $5.1M | 97.0K | — | — |
| Q3 2025 | $431K | 1.4K | — | — |
| Q3 2025 | $1.3M | 57.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B