Back to JPM-PM
Financial Guidance Group, Inc. → JPM-PM
Financial Guidance Group, Inc. JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$1.9M
Q3 2026
Peak value
$12.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $319K |
| Q3 2025 | $10.9M |
| Q3 2025 | $565K |
| Q4 2025 | $326K |
| Q4 2025 | $12.7M |
| Q4 2025 | $1.6M |
| Q1 2026 | $297K |
| Q1 2026 | $12.7M |
| Q1 2026 | $1.8M |
| Q2 2026 | $331K |
| Q2 2026 | $12.3M |
| Q2 2026 | $1.9M |
| Q3 2026 | $354K |
| Q3 2026 | $12.1M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 31.7K | — | — |
| Q3 2026 | $12.1M | 214.7K | — | — |
| Q3 2026 | $354K | 1.1K | — | — |
| Q2 2026 | $1.9M | 31.7K | — | — |
| Q2 2026 | $12.3M | 218.0K | — | — |
| Q2 2026 | $331K | 1.0K | — | — |
| Q1 2026 | $1.8M | 31.7K | — | — |
| Q1 2026 | $12.7M | 224.8K | — | — |
| Q1 2026 | $297K | 1.0K | — | — |
| Q4 2025 | $1.6M | 27.7K | — | — |
| Q4 2025 | $12.7M | 221.2K | — | — |
| Q4 2025 | $326K | 1.0K | — | — |
| Q3 2025 | $565K | 9.8K | — | — |
| Q3 2025 | $10.9M | 191.4K | — | — |
| Q3 2025 | $319K | 1.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B