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Global Financial Private Client, LLC → JPM-PM
Global Financial Private Client, LLC JPM-PM Position History
JPM-PM
Quarters held
20
Latest value
$361K
Q3 2026
Peak value
$4.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $51K |
| Q3 2025 | $4.1M |
| Q3 2025 | $304K |
| Q3 2025 | $447K |
| Q4 2025 | $4.1M |
| Q4 2025 | $91K |
| Q4 2025 | $332K |
| Q4 2025 | $444K |
| Q1 2026 | $107K |
| Q1 2026 | $4M |
| Q1 2026 | $338K |
| Q1 2026 | $434K |
| Q2 2026 | $4.7M |
| Q2 2026 | $180K |
| Q2 2026 | $360K |
| Q2 2026 | $440K |
| Q3 2026 | $4.8M |
| Q3 2026 | $212K |
| Q3 2026 | $345K |
| Q3 2026 | $361K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $361K | 7.6K | — | — |
| Q3 2026 | $345K | 6.1K | — | — |
| Q3 2026 | $212K | 641 | — | — |
| Q3 2026 | $4.8M | 14.6K | — | — |
| Q2 2026 | $440K | 8.7K | — | — |
| Q2 2026 | $360K | 6.4K | — | — |
| Q2 2026 | $180K | 551 | — | — |
| Q2 2026 | $4.7M | 14.4K | — | — |
| Q1 2026 | $434K | 8.7K | — | — |
| Q1 2026 | $338K | 6.0K | — | — |
| Q1 2026 | $4M | 13.7K | — | — |
| Q1 2026 | $107K | 364 | — | — |
| Q4 2025 | $444K | 8.8K | — | — |
| Q4 2025 | $332K | 5.8K | — | — |
| Q4 2025 | $91K | 283 | — | — |
| Q4 2025 | $4.1M | 12.9K | — | — |
| Q3 2025 | $447K | 8.9K | — | — |
| Q3 2025 | $304K | 5.3K | — | — |
| Q3 2025 | $4.1M | 12.9K | — | — |
| Q3 2025 | $51K | 161 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B