Back to JPM-PM
M Holdings Securities, Inc. → JPM-PM
M Holdings Securities, Inc. JPM-PM Position History
JPM-PM
Quarters held
21
Latest value
$398K
Q3 2026
Peak value
$25.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $24.2M |
| Q4 2025 | $3.4M |
| Q4 2025 | $537K |
| Q4 2025 | $2.8M |
| Q1 2026 | $22.8M |
| Q1 2026 | $3.3M |
| Q1 2026 | $582K |
| Q1 2026 | $2.8M |
| Q2 2026 | $24.7M |
| Q2 2026 | $3.3M |
| Q2 2026 | $535K |
| Q2 2026 | $3M |
| Q3 2026 | $25.7M |
| Q3 2026 | $3.3M |
| Q3 2026 | $800K |
| Q3 2026 | $215K |
| Q3 2026 | $364K |
| Q3 2026 | $299K |
| Q3 2026 | $2.9M |
| Q3 2026 | $573K |
| Q3 2026 | $398K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $398K | 7.7K | — | — |
| Q3 2026 | $573K | 5.8K | — | — |
| Q3 2026 | $2.9M | 49.8K | — | — |
| Q3 2026 | $299K | 6.8K | — | — |
| Q3 2026 | $364K | 7.2K | — | — |
| Q3 2026 | $215K | 4.8K | — | — |
| Q3 2026 | $800K | 15.8K | — | — |
| Q3 2026 | $3.3M | 58.2K | — | — |
| Q3 2026 | $25.7M | 75.6K | — | — |
| Q2 2026 | $3M | 50.0K | — | — |
| Q2 2026 | $535K | 10.6K | — | — |
| Q2 2026 | $3.3M | 59.0K | — | — |
| Q2 2026 | $24.7M | 75.2K | — | — |
| Q1 2026 | $2.8M | 47.9K | — | — |
| Q1 2026 | $582K | 11.5K | — | — |
| Q1 2026 | $3.3M | 58.9K | — | — |
| Q1 2026 | $22.8M | 76.2K | — | — |
| Q4 2025 | $2.8M | 47.8K | — | — |
| Q4 2025 | $537K | 10.6K | — | — |
| Q4 2025 | $3.4M | 59.9K | — | — |
| Q4 2025 | $24.2M | 75.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B