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Mallini Complete Financial Planning LLC → JPM-PM
Mallini Complete Financial Planning LLC JPM-PM Position History
JPM-PM
Quarters held
14
Latest value
$768K
Q3 2026
Peak value
$770K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $225K |
| Q3 2025 | $292K |
| Q3 2025 | $535K |
| Q3 2025 | $755K |
| Q4 2025 | $223K |
| Q4 2025 | $290K |
| Q4 2025 | $535K |
| Q4 2025 | $759K |
| Q1 2026 | $530K |
| Q1 2026 | $764K |
| Q2 2026 | $537K |
| Q2 2026 | $770K |
| Q3 2026 | $504K |
| Q3 2026 | $768K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $768K | 15.2K | — | — |
| Q3 2026 | $504K | 10.6K | — | — |
| Q2 2026 | $770K | 15.1K | — | — |
| Q2 2026 | $537K | 10.6K | — | — |
| Q1 2026 | $764K | 15.0K | — | — |
| Q1 2026 | $530K | 10.6K | — | — |
| Q4 2025 | $759K | 14.9K | — | — |
| Q4 2025 | $535K | 10.6K | — | — |
| Q4 2025 | $290K | 5.1K | — | — |
| Q4 2025 | $223K | 4.8K | — | — |
| Q3 2025 | $755K | 14.8K | — | — |
| Q3 2025 | $535K | 10.6K | — | — |
| Q3 2025 | $292K | 5.1K | — | — |
| Q3 2025 | $225K | 4.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
Other Mallini Complete Financial Planning LLC positions
VGES
$48MVANGUARD TOTAL STOCK MARKET ETF
VGES
$46.8MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
VGES
$43.5MVANGUARD TOTAL STOCK MARKET ETF
VGES
$43.1MVANGUARD TOTAL STOCK MARKET ETF
VGES
$43MVANGUARD TOTAL STOCK MARKET ETF
VGES
$25.4MVANGUARD TOTAL BOND MARKET ETF
VGES
$23.8MVANGUARD TOTAL BOND MARKET ETF
VGES
$23.6MVANGUARD TOTAL BOND MARKET ETF