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Larry Mathis Financial Planning, LLC → JPM-PM
Larry Mathis Financial Planning, LLC JPM-PM Position History
JPM-PM
Quarters held
5
Latest value
$1.4M
Q3 2026
Peak value
$1.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.5M |
| Q1 2026 | $1.3M |
| Q2 2026 | $1.4M |
| Q2 2026 | $1.4M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 4.2K | — | — |
| Q2 2026 | $1.4M | 4.4K | — | — |
| Q2 2026 | $1.4M | 4.4K | — | — |
| Q1 2026 | $1.3M | 4.4K | — | — |
| Q4 2025 | $1.5M | 4.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B