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Meridian Financial Partners LLC → JPM-PM
Meridian Financial Partners LLC JPM-PM Position History
JPM-PM
Quarters held
17
Latest value
$1.1M
Q3 2026
Peak value
$6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.9M |
| Q4 2025 | $352K |
| Q4 2025 | $6M |
| Q4 2025 | $708K |
| Q1 2026 | $2.8M |
| Q1 2026 | $1M |
| Q1 2026 | $5.7M |
| Q1 2026 | $1.5M |
| Q2 2026 | $3.5M |
| Q2 2026 | $688K |
| Q2 2026 | $5.4M |
| Q2 2026 | $714K |
| Q3 2026 | $3.4M |
| Q3 2026 | $572K |
| Q3 2026 | $1.4M |
| Q3 2026 | $5.4M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 18.0K | — | — |
| Q3 2026 | $5.4M | 106.7K | — | — |
| Q3 2026 | $1.4M | 28.2K | — | — |
| Q3 2026 | $572K | 10.0K | — | — |
| Q3 2026 | $3.4M | 10.0K | — | — |
| Q2 2026 | $714K | 12.0K | — | — |
| Q2 2026 | $5.4M | 107.1K | — | — |
| Q2 2026 | $688K | 12.1K | — | — |
| Q2 2026 | $3.5M | 10.0K | — | — |
| Q1 2026 | $1.5M | 26.2K | — | — |
| Q1 2026 | $5.7M | 112.0K | — | — |
| Q1 2026 | $1M | 18.5K | — | — |
| Q1 2026 | $2.8M | 9.5K | — | — |
| Q4 2025 | $708K | 12.1K | — | — |
| Q4 2025 | $6M | 119.0K | — | — |
| Q4 2025 | $352K | 6.0K | — | — |
| Q4 2025 | $2.9M | 9.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B