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Financial Security Advisor, Inc. → JPM-PM
Financial Security Advisor, Inc. JPM-PM Position History
JPM-PM
Quarters held
9
Latest value
$9.6M
Q3 2026
Peak value
$11.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $852K |
| Q4 2025 | $11.5M |
| Q1 2026 | $802K |
| Q1 2026 | $11M |
| Q2 2026 | $907K |
| Q2 2026 | $10.5M |
| Q3 2026 | $822K |
| Q3 2026 | $1M |
| Q3 2026 | $9.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.6M | 190.6K | — | — |
| Q3 2026 | $1M | 18.3K | — | — |
| Q3 2026 | $822K | 2.5K | — | — |
| Q2 2026 | $10.5M | 208.1K | — | — |
| Q2 2026 | $907K | 2.8K | — | — |
| Q1 2026 | $11M | 217.1K | — | — |
| Q1 2026 | $802K | 2.7K | — | — |
| Q4 2025 | $11.5M | 225.5K | — | — |
| Q4 2025 | $852K | 2.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B