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Fiduciary Alliance LLC → JPM-PM
Fiduciary Alliance LLC JPM-PM Position History
JPM-PM
Quarters held
32
Latest value
$1.5M
Q3 2026
Peak value
$43.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $43.7M |
| Q4 2025 | $4.7M |
| Q4 2025 | $532K |
| Q4 2025 | $1.7M |
| Q4 2025 | $3.4M |
| Q4 2025 | $471K |
| Q4 2025 | $7.7M |
| Q4 2025 | $2.4M |
| Q1 2026 | $36.5M |
| Q1 2026 | $6.1M |
| Q1 2026 | $558K |
| Q1 2026 | $1.8M |
| Q1 2026 | $3.5M |
| Q1 2026 | $363K |
| Q1 2026 | $8.6M |
| Q1 2026 | $2.4M |
| Q2 2026 | $32.9M |
| Q2 2026 | $6.5M |
| Q2 2026 | $492K |
| Q2 2026 | $1.8M |
| Q2 2026 | $4M |
| Q2 2026 | $328K |
| Q2 2026 | $8.9M |
| Q2 2026 | $2.5M |
| Q3 2026 | $28.1M |
| Q3 2026 | $5.9M |
| Q3 2026 | $505K |
| Q3 2026 | $1.9M |
| Q3 2026 | $6.6M |
| Q3 2026 | $252K |
| Q3 2026 | $9.2M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 24.9K | — | — |
| Q3 2026 | $9.2M | 198.1K | — | — |
| Q3 2026 | $252K | 5.0K | — | — |
| Q3 2026 | $6.6M | 90.0K | — | — |
| Q3 2026 | $1.9M | 43.2K | — | — |
| Q3 2026 | $505K | 9.0K | — | — |
| Q3 2026 | $5.9M | 131.9K | — | — |
| Q3 2026 | $28.1M | 84.9K | — | — |
| Q2 2026 | $2.5M | 41.0K | — | — |
| Q2 2026 | $8.9M | 185.0K | — | — |
| Q2 2026 | $328K | 6.5K | — | — |
| Q2 2026 | $4M | 54.8K | — | — |
| Q2 2026 | $1.8M | 37.6K | — | — |
| Q2 2026 | $492K | 8.7K | — | — |
| Q2 2026 | $6.5M | 141.9K | — | — |
| Q2 2026 | $32.9M | 100.6K | — | — |
| Q1 2026 | $2.4M | 40.4K | — | — |
| Q1 2026 | $8.6M | 178.8K | — | — |
| Q1 2026 | $363K | 7.2K | — | — |
| Q1 2026 | $3.5M | 54.7K | — | — |
| Q1 2026 | $1.8M | 38.8K | — | — |
| Q1 2026 | $558K | 9.7K | — | — |
| Q1 2026 | $6.1M | 131.2K | — | — |
| Q1 2026 | $36.5M | 119.4K | — | — |
| Q4 2025 | $2.4M | 40.5K | — | — |
| Q4 2025 | $7.7M | 157.8K | — | — |
| Q4 2025 | $471K | 9.3K | — | — |
| Q4 2025 | $3.4M | 54.5K | — | — |
| Q4 2025 | $1.7M | 35.9K | — | — |
| Q4 2025 | $532K | 9.3K | — | — |
| Q4 2025 | $4.7M | 101.0K | — | — |
| Q4 2025 | $43.7M | 135.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B