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Finivi Inc. JPM-PM Position History
JPM-PM
Quarters held
23
Latest value
$1.2M
Q3 2026
Peak value
$4.1M
First seen
Q4 2021
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2021 | $2.1M |
| Q4 2023 | $639K |
| Q1 2024 | $777K |
| Q2 2024 | $1.4M |
| Q2 2024 | $342K |
| Q2 2024 | $999K |
| Q3 2024 | $2.2M |
| Q4 2024 | $2.7M |
| Q1 2025 | $2.8M |
| Q2 2025 | $3.4M |
| Q3 2025 | $3.7M |
| Q4 2025 | $3.7M |
| Q4 2025 | $280K |
| Q4 2025 | $1.2M |
| Q1 2026 | $3.6M |
| Q1 2026 | $274K |
| Q1 2026 | $1.1M |
| Q2 2026 | $4M |
| Q2 2026 | $222K |
| Q2 2026 | $1.2M |
| Q3 2026 | $4.1M |
| Q3 2026 | $221K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 18.9K | — | — |
| Q3 2026 | $221K | 3.9K | — | — |
| Q3 2026 | $4.1M | 12.4K | — | — |
| Q2 2026 | $1.2M | 18.9K | — | — |
| Q2 2026 | $222K | 3.9K | — | — |
| Q2 2026 | $4M | 12.2K | — | — |
| Q1 2026 | $1.1M | 20.4K | — | — |
| Q1 2026 | $274K | 4.8K | — | — |
| Q1 2026 | $3.6M | 12.1K | — | — |
| Q4 2025 | $1.2M | 21.2K | — | — |
| Q4 2025 | $280K | 4.9K | — | — |
| Q4 2025 | $3.7M | 11.4K | — | — |
| Q3 2025 | $3.7M | 11.7K | — | — |
| Q2 2025 | $3.4M | 11.7K | — | — |
| Q1 2025 | $2.8M | 11.6K | — | — |
| Q4 2024 | $2.7M | 11.1K | — | — |
| Q3 2024 | $2.2M | 10.6K | — | — |
| Q2 2024 | $999K | 18.0K | — | — |
| Q2 2024 | $342K | 6.0K | — | — |
| Q2 2024 | $1.4M | 6.9K | — | — |
| Q1 2024 | $777K | 3.9K | — | — |
| Q4 2023 | $639K | 3.8K | — | — |
| Q4 2021 | $2.1M | 13.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B