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Kroeger Financial Partners → JPM-PM
Kroeger Financial Partners JPM-PM Position History
JPM-PM
Quarters held
4
Latest value
$5.3M
Q3 2026
Peak value
$5.3M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $96K |
| Q2 2026 | $5.3M |
| Q3 2026 | $97K |
| Q3 2026 | $5.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.3M | 114.2K | — | — |
| Q3 2026 | $97K | 292 | — | — |
| Q2 2026 | $5.3M | 109.3K | — | — |
| Q2 2026 | $96K | 292 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
Other Kroeger Financial Partners positions
VGES
$12.1MVANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
VGES
$11.8MVANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
ETHA
$10.1MISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
ETHA
$10.1MISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
STT-PG
$8.5MSTATE STREET SPDR PORTFOLIO S&P 500 ETF
STT-PG
$8.3MSTATE STREET SPDR PORTFOLIO S&P 500 ETF
VGES
$8.1MVANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES
VGES
$7.8MVANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES