Back to JPM-PM
Grantvest Financial Group LLC → JPM-PM
Grantvest Financial Group LLC JPM-PM Position History
JPM-PM
Quarters held
14
Latest value
$162K
Q3 2026
Peak value
$4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $391K |
| Q3 2025 | $2.4M |
| Q4 2025 | $400K |
| Q4 2025 | $3.4M |
| Q4 2025 | $147K |
| Q1 2026 | $357K |
| Q1 2026 | $4M |
| Q1 2026 | $180K |
| Q2 2026 | $373K |
| Q2 2026 | $3.9M |
| Q2 2026 | $185K |
| Q3 2026 | $377K |
| Q3 2026 | $3.6M |
| Q3 2026 | $162K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $162K | 2.9K | — | — |
| Q3 2026 | $3.6M | 64.9K | — | — |
| Q3 2026 | $377K | 1.1K | — | — |
| Q2 2026 | $185K | 3.3K | — | — |
| Q2 2026 | $3.9M | 69.0K | — | — |
| Q2 2026 | $373K | 1.1K | — | — |
| Q1 2026 | $180K | 3.2K | — | — |
| Q1 2026 | $4M | 70.0K | — | — |
| Q1 2026 | $357K | 1.2K | — | — |
| Q4 2025 | $147K | 2.6K | — | — |
| Q4 2025 | $3.4M | 58.8K | — | — |
| Q4 2025 | $400K | 1.2K | — | — |
| Q3 2025 | $2.4M | 42.7K | — | — |
| Q3 2025 | $391K | 1.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B