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Midwest Professional Planners, LTD. → JPM-PM
Midwest Professional Planners, LTD. JPM-PM Position History
JPM-PM
Quarters held
14
Latest value
$7.8M
Q3 2026
Peak value
$9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.7M |
| Q3 2025 | $7.9M |
| Q3 2025 | $1.4M |
| Q4 2025 | $7.4M |
| Q4 2025 | $8M |
| Q4 2025 | $1.6M |
| Q1 2026 | $8.4M |
| Q1 2026 | $7.6M |
| Q1 2026 | $1.8M |
| Q2 2026 | $9M |
| Q2 2026 | $8M |
| Q2 2026 | $2M |
| Q3 2026 | $8.7M |
| Q3 2026 | $7.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.8M | 23.5K | — | — |
| Q3 2026 | $8.7M | 380.2K | — | — |
| Q2 2026 | $2M | 36.0K | — | — |
| Q2 2026 | $8M | 24.5K | — | — |
| Q2 2026 | $9M | 393.7K | — | — |
| Q1 2026 | $1.8M | 31.9K | — | — |
| Q1 2026 | $7.6M | 25.8K | — | — |
| Q1 2026 | $8.4M | 364.8K | — | — |
| Q4 2025 | $1.6M | 28.5K | — | — |
| Q4 2025 | $8M | 25.0K | — | — |
| Q4 2025 | $7.4M | 323.6K | — | — |
| Q3 2025 | $1.4M | 25.2K | — | — |
| Q3 2025 | $7.9M | 25.1K | — | — |
| Q3 2025 | $6.7M | 293.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B