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Magnus Financial Group LLC → JPM-PM

Magnus Financial Group LLC JPM-PM Position History

JPM-PM

Quarters held
30
Latest value
$35.2M
Q3 2026
Peak value
$35.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$17.6M
Q3 2025$15.3M
Q3 2025$15M
Q3 2025$13M
Q3 2025$18.1M
Q3 2025$26.4M
Q4 2025$18.4M
Q4 2025$15.5M
Q4 2025$14.6M
Q4 2025$13.6M
Q4 2025$19.9M
Q4 2025$27.2M
Q1 2026$16.1M
Q1 2026$16.5M
Q1 2026$14.3M
Q1 2026$13.8M
Q1 2026$23.2M
Q1 2026$28M
Q2 2026$17.9M
Q2 2026$17.2M
Q2 2026$14.3M
Q2 2026$14.7M
Q2 2026$24.9M
Q2 2026$33.2M
Q3 2026$18.1M
Q3 2026$17.9M
Q3 2026$14.5M
Q3 2026$15.2M
Q3 2026$26.3M
Q3 2026$35.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$35.2M574.0K——
Q3 2026$26.3M587.9K——
Q3 2026$15.2M320.5K——
Q3 2026$14.5M258.4K——
Q3 2026$17.9M397.8K——
Q3 2026$18.1M54.6K——
Q2 2026$33.2M540.1K——
Q2 2026$24.9M531.4K——
Q2 2026$14.7M289.7K——
Q2 2026$14.3M253.6K——
Q2 2026$17.2M373.0K——
Q2 2026$17.9M54.7K——
Q1 2026$28M505.2K——
Q1 2026$23.2M493.8K——
Q1 2026$13.8M277.0K——
Q1 2026$14.3M252.1K——
Q1 2026$16.5M358.0K——
Q1 2026$16.1M54.6K——
Q4 2025$27.2M467.3K——
Q4 2025$19.9M420.3K——
Q4 2025$13.6M268.8K——
Q4 2025$14.6M255.4K——
Q4 2025$15.5M335.5K——
Q4 2025$18.4M57.2K——
Q3 2025$26.4M459.4K——
Q3 2025$18.1M379.6K——
Q3 2025$13M258.0K——
Q3 2025$15M263.3K——
Q3 2025$15.3M328.6K——
Q3 2025$17.6M55.9K——

Other funds holding JPM-PM

Other Magnus Financial Group LLC positions

STT-PG

SPDR SERIES TRUST

$122.7M
STT-PG

SPDR SERIES TRUST

$117.4M
STT-PG

SPDR SERIES TRUST

$104M
STT-PG

SPDR SERIES TRUST

$100.3M
STT-PG

SPDR SERIES TRUST

$96M
VGES

VANGUARD INDEX FDS

$78.3M
VGES

VANGUARD INDEX FDS

$73.2M
ETHA

ISHARES TR

$69M