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Freedom Financial Partners LLC → JPM-PM

Freedom Financial Partners LLC JPM-PM Position History

JPM-PM

Quarters held
14
Latest value
$12.7M
Q3 2026
Peak value
$12.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$386K
Q3 2025$1.7M
Q3 2025$7M
Q4 2025$304K
Q4 2025$2.4M
Q4 2025$8.4M
Q1 2026$3.3M
Q1 2026$8.5M
Q2 2026$222K
Q2 2026$1.8M
Q2 2026$12.6M
Q3 2026$225K
Q3 2026$1.7M
Q3 2026$12.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.7M120.6K——
Q3 2026$1.7M33.9K——
Q3 2026$225K680——
Q2 2026$12.6M113.1K——
Q2 2026$1.8M35.0K——
Q2 2026$222K679——
Q1 2026$8.5M107.2K——
Q1 2026$3.3M64.8K——
Q4 2025$8.4M92.8K——
Q4 2025$2.4M46.5K——
Q4 2025$304K942——
Q3 2025$7M76.6K——
Q3 2025$1.7M34.1K——
Q3 2025$386K1.2K——

Other funds holding JPM-PM

Other Freedom Financial Partners LLC positions

VGES

VANGUARD INDEX FDS

$32M
VGES

VANGUARD INDEX FDS

$30.5M
VGES

VANGUARD INDEX FDS

$27M
VGES

VANGUARD INDEX FDS

$26.6M
VGES

VANGUARD INDEX FDS

$26.2M
COF-PN

CAPITAL GROUP INTERNATIONAL

$19M
COF-PN

CAPITAL GROUP INTERNATIONAL

$17.7M
VGES

VANGUARD INDEX FDS

$16.3M