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Key FInancial Inc JPM-PM Position History
JPM-PM
Quarters held
42
Latest value
$18K
Q3 2026
Peak value
$9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.6M |
| Q3 2025 | $73K |
| Q3 2025 | $52K |
| Q3 2025 | $7.5M |
| Q3 2025 | $539K |
| Q3 2025 | $212K |
| Q3 2025 | $13K |
| Q3 2025 | $581K |
| Q4 2025 | $7M |
| Q4 2025 | $51K |
| Q4 2025 | $7.3M |
| Q4 2025 | $550K |
| Q4 2025 | $212K |
| Q4 2025 | $13K |
| Q4 2025 | $736K |
| Q1 2026 | $6.5M |
| Q1 2026 | $52K |
| Q1 2026 | $7.6M |
| Q1 2026 | $544K |
| Q1 2026 | $723K |
| Q1 2026 | $12K |
| Q1 2026 | $1.3M |
| Q2 2026 | $35K |
| Q2 2026 | $5.8M |
| Q2 2026 | $64K |
| Q2 2026 | $9M |
| Q2 2026 | $624K |
| Q2 2026 | $521K |
| Q2 2026 | $155K |
| Q2 2026 | $14K |
| Q2 2026 | $3M |
| Q2 2026 | $3K |
| Q3 2026 | $68K |
| Q3 2026 | $5.8M |
| Q3 2026 | $46K |
| Q3 2026 | $8.4M |
| Q3 2026 | $702K |
| Q3 2026 | $955K |
| Q3 2026 | $158K |
| Q3 2026 | $15K |
| Q3 2026 | $4.1M |
| Q3 2026 | $18K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18K | 286 | — | — |
| Q3 2026 | $4.1M | 81.9K | — | — |
| Q3 2026 | $15K | 200 | — | — |
| Q3 2026 | $158K | 3.5K | — | — |
| Q3 2026 | $955K | 18.9K | — | — |
| Q3 2026 | $702K | 12.5K | — | — |
| Q3 2026 | $8.4M | 100.7K | — | — |
| Q3 2026 | $46K | 537 | — | — |
| Q3 2026 | $5.8M | 17.4K | — | — |
| Q3 2026 | $68K | 3.0K | — | — |
| Q2 2026 | $3K | 50 | — | — |
| Q2 2026 | $3M | 58.6K | — | — |
| Q2 2026 | $14K | 200 | — | — |
| Q2 2026 | $155K | 3.3K | — | — |
| Q2 2026 | $521K | 10.2K | — | — |
| Q2 2026 | $624K | 11.0K | — | — |
| Q2 2026 | $9M | 102.9K | — | — |
| Q2 2026 | $64K | 692 | — | — |
| Q2 2026 | $5.8M | 17.7K | — | — |
| Q2 2026 | $35K | 1.5K | — | — |
| Q1 2026 | $1.3M | 25.6K | — | — |
| Q1 2026 | $12K | 200 | — | — |
| Q1 2026 | $723K | 14.2K | — | — |
| Q1 2026 | $544K | 9.6K | — | — |
| Q1 2026 | $7.6M | 101.9K | — | — |
| Q1 2026 | $52K | 692 | — | — |
| Q1 2026 | $6.5M | 22.1K | — | — |
| Q4 2025 | $736K | 14.5K | — | — |
| Q4 2025 | $13K | 200 | — | — |
| Q4 2025 | $212K | 4.2K | — | — |
| Q4 2025 | $550K | 9.6K | — | — |
| Q4 2025 | $7.3M | 100.1K | — | — |
| Q4 2025 | $51K | 692 | — | — |
| Q4 2025 | $7M | 21.6K | — | — |
| Q3 2025 | $581K | 11.5K | — | — |
| Q3 2025 | $13K | 200 | — | — |
| Q3 2025 | $212K | 4.2K | — | — |
| Q3 2025 | $539K | 9.5K | — | — |
| Q3 2025 | $7.5M | 99.5K | — | — |
| Q3 2025 | $52K | 692 | — | — |
| Q3 2025 | $73K | 839 | — | — |
| Q3 2025 | $6.6M | 21.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B