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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
PeriodPosition 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

QuarterValueShares% PortfolioChange
Q3 2026$1.9M31.7K——
Q3 2026$12.1M214.7K——
Q3 2026$354K1.1K——
Q2 2026$1.9M31.7K——
Q2 2026$12.3M218.0K——
Q2 2026$331K1.0K——
Q1 2026$1.8M31.7K——
Q1 2026$12.7M224.8K——
Q1 2026$297K1.0K——
Q4 2025$1.6M27.7K——
Q4 2025$12.7M221.2K——
Q4 2025$326K1.0K——
Q3 2025$565K9.8K——
Q3 2025$10.9M191.4K——
Q3 2025$319K1.0K——

Other funds holding JPM-PM

Other Financial Guidance Group, Inc. positions

QQQ

INVESCO QQQ TR

$24.9M
QQQ

INVESCO QQQ TR

$23.7M
QQQ

INVESCO QQQ TR

$18.9M
QQQ

INVESCO QQQ TR

$18.4M
QQQ

INVESCO QQQ TR

$18M
SCHW-PJ

SCHWAB STRATEGIC TR

$17M
SCHW-PJ

SCHWAB STRATEGIC TR

$16.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.8M