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Leverty Financial Group, LLC → JPM-PM
Leverty Financial Group, LLC JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$25.6M
Q3 2026
Peak value
$43.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $251K |
| Q4 2025 | $11.5M |
| Q4 2025 | $1.5M |
| Q1 2026 | $237K |
| Q1 2026 | $12.2M |
| Q1 2026 | $3.9M |
| Q1 2026 | $26.2M |
| Q2 2026 | $10.3M |
| Q2 2026 | $11.4M |
| Q2 2026 | $5M |
| Q2 2026 | $25.5M |
| Q3 2026 | $43.9M |
| Q3 2026 | $5.6M |
| Q3 2026 | $6.6M |
| Q3 2026 | $25.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $25.6M | 508.6K | — | — |
| Q3 2026 | $6.6M | 131.4K | — | — |
| Q3 2026 | $5.6M | 117.6K | — | — |
| Q3 2026 | $43.9M | 977.6K | — | — |
| Q2 2026 | $25.5M | 504.4K | — | — |
| Q2 2026 | $5M | 99.0K | — | — |
| Q2 2026 | $11.4M | 224.3K | — | — |
| Q2 2026 | $10.3M | 224.3K | — | — |
| Q1 2026 | $26.2M | 516.8K | — | — |
| Q1 2026 | $3.9M | 75.6K | — | — |
| Q1 2026 | $12.2M | 244.1K | — | — |
| Q1 2026 | $237K | 4.2K | — | — |
| Q4 2025 | $1.5M | 28.6K | — | — |
| Q4 2025 | $11.5M | 228.0K | — | — |
| Q4 2025 | $251K | 4.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B