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MJT & Associates Financial Advisory Group, Inc. → JPM-PM
MJT & Associates Financial Advisory Group, Inc. JPM-PM Position History
JPM-PM
Quarters held
19
Latest value
$3.2M
Q3 2026
Peak value
$4.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $36K |
| Q3 2025 | $219 |
| Q3 2025 | $4.9M |
| Q4 2025 | $37K |
| Q4 2025 | $37K |
| Q4 2025 | $219 |
| Q4 2025 | $219 |
| Q4 2025 | $4.6M |
| Q4 2025 | $4.6M |
| Q1 2026 | $34K |
| Q1 2026 | $63 |
| Q1 2026 | $4.2M |
| Q2 2026 | $43K |
| Q2 2026 | $62 |
| Q2 2026 | $3.9M |
| Q3 2026 | $38K |
| Q3 2026 | $2K |
| Q3 2026 | $62 |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 63.9K | — | — |
| Q3 2026 | $62 | 2 | — | — |
| Q3 2026 | $2K | 24 | — | — |
| Q3 2026 | $38K | 114 | — | — |
| Q2 2026 | $3.9M | 76.9K | — | — |
| Q2 2026 | $62 | 2 | — | — |
| Q2 2026 | $43K | 130 | — | — |
| Q1 2026 | $4.2M | 82.2K | — | — |
| Q1 2026 | $63 | 2 | — | — |
| Q1 2026 | $34K | 114 | — | — |
| Q4 2025 | $4.6M | 90.6K | — | — |
| Q4 2025 | $4.6M | 90.6K | — | — |
| Q4 2025 | $219 | 4 | — | — |
| Q4 2025 | $219 | 4 | — | — |
| Q4 2025 | $37K | 114 | — | — |
| Q4 2025 | $37K | 114 | — | — |
| Q3 2025 | $4.9M | 96.2K | — | — |
| Q3 2025 | $219 | 4 | — | — |
| Q3 2025 | $36K | 114 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
Other MJT & Associates Financial Advisory Group, Inc. positions
ETHA
$33.5MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$32.2MISHARES CORE S&P TOTAL U.S. COM MARKET ETF
ETHA
$28.8MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$27.6MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$27.6MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$26.1MISHARES S&P 500 GROWTH ETF
SCHW-PJ
$25.9MSCHWAB US DIVIDEND EQUITY ETF
ETHA
$24.4MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF