Back to JPM-PM
Guidance Point Advisors, LLC → JPM-PM
Guidance Point Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$132.7M
Q3 2026
Peak value
$132.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $218K |
| Q3 2025 | $126.5M |
| Q4 2025 | $223K |
| Q4 2025 | $129.2M |
| Q1 2026 | $235K |
| Q1 2026 | $118M |
| Q2 2026 | $240K |
| Q2 2026 | $131.3M |
| Q3 2026 | $240K |
| Q3 2026 | $132.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $132.7M | 401.0K | — | — |
| Q3 2026 | $240K | 10.5K | — | — |
| Q2 2026 | $131.3M | 401.0K | — | — |
| Q2 2026 | $240K | 10.5K | — | — |
| Q1 2026 | $118M | 401.0K | — | — |
| Q1 2026 | $235K | 10.2K | — | — |
| Q4 2025 | $129.2M | 401.0K | — | — |
| Q4 2025 | $223K | 9.7K | — | — |
| Q3 2025 | $126.5M | 401.1K | — | — |
| Q3 2025 | $218K | 9.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B