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Financial Advisory Corp → JPM-PM
Financial Advisory Corp JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$256K
Q3 2026
Peak value
$37.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $37.2M |
| Q4 2025 | $380K |
| Q1 2026 | $36.7M |
| Q1 2026 | $225K |
| Q2 2026 | $36.4M |
| Q2 2026 | $253K |
| Q3 2026 | $36.3M |
| Q3 2026 | $256K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $256K | 773 | — | — |
| Q3 2026 | $36.3M | 1.59M | — | — |
| Q2 2026 | $253K | 772 | — | — |
| Q2 2026 | $36.4M | 1.59M | — | — |
| Q1 2026 | $225K | 765 | — | — |
| Q1 2026 | $36.7M | 1.60M | — | — |
| Q4 2025 | $380K | 1.2K | — | — |
| Q4 2025 | $37.2M | 1.62M | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B