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Kaizen Financial Strategies → JPM-PM
Kaizen Financial Strategies JPM-PM Position History
JPM-PM
Quarters held
17
Latest value
$2.5M
Q3 2026
Peak value
$7.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $737K |
| Q3 2025 | $5.6M |
| Q4 2025 | $759K |
| Q4 2025 | $5.9M |
| Q4 2025 | $209K |
| Q1 2026 | $733K |
| Q1 2026 | $7.1M |
| Q1 2026 | $272K |
| Q1 2026 | $1.5M |
| Q2 2026 | $745K |
| Q2 2026 | $6.7M |
| Q2 2026 | $251K |
| Q2 2026 | $2M |
| Q3 2026 | $716K |
| Q3 2026 | $5.2M |
| Q3 2026 | $218K |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 26.1K | — | — |
| Q3 2026 | $218K | 3.9K | — | — |
| Q3 2026 | $5.2M | 62.8K | — | — |
| Q3 2026 | $716K | 2.2K | — | — |
| Q2 2026 | $2M | 22.0K | — | — |
| Q2 2026 | $251K | 4.5K | — | — |
| Q2 2026 | $6.7M | 81.9K | — | — |
| Q2 2026 | $745K | 2.2K | — | — |
| Q1 2026 | $1.5M | 17.0K | — | — |
| Q1 2026 | $272K | 4.7K | — | — |
| Q1 2026 | $7.1M | 88.2K | — | — |
| Q1 2026 | $733K | 2.4K | — | — |
| Q4 2025 | $209K | 3.6K | — | — |
| Q4 2025 | $5.9M | 79.3K | — | — |
| Q4 2025 | $759K | 2.4K | — | — |
| Q3 2025 | $5.6M | 75.3K | — | — |
| Q3 2025 | $737K | 2.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B