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Financial Solutions Advisory Group, Inc. → JPM-PM

Financial Solutions Advisory Group, Inc. JPM-PM Position History

JPM-PM

Quarters held
9
Latest value
$27.3M
Q3 2026
Peak value
$27.3M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$3.1M
Q1 2026$2.2M
Q1 2026$13.7M
Q2 2026$3.5M
Q2 2026$2.4M
Q2 2026$15.4M
Q3 2026$3.5M
Q3 2026$3M
Q3 2026$27.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$27.3M542.6K——
Q3 2026$3M58.2K——
Q3 2026$3.5M10.4K——
Q2 2026$15.4M305.0K——
Q2 2026$2.4M46.7K——
Q2 2026$3.5M10.4K——
Q1 2026$13.7M270.6K——
Q1 2026$2.2M42.9K——
Q1 2026$3.1M10.5K——

Other funds holding JPM-PM

Other Financial Solutions Advisory Group, Inc. positions

STT-PG

SPDR SERIES TRUST

$104.2M
STT-PG

SPDR SERIES TRUST

$103.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$79.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$78.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$70.8M
QQQ

INVESCO QQQ TR

$62.2M
ETHA

ISHARES TR

$62.2M
QQQ

INVESCO QQQ TR

$60.7M