Back to JPM-PM
NavPoint Financial, Inc. → JPM-PM
NavPoint Financial, Inc. JPM-PM Position History
JPM-PM
Quarters held
16
Latest value
$11.1M
Q3 2026
Peak value
$25.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $21.3M |
| Q4 2025 | $358K |
| Q4 2025 | $4.2M |
| Q4 2025 | $12.8M |
| Q1 2026 | $23M |
| Q1 2026 | $359K |
| Q1 2026 | $3.9M |
| Q1 2026 | $13.4M |
| Q2 2026 | $23.9M |
| Q2 2026 | $363K |
| Q2 2026 | $3.1M |
| Q2 2026 | $12.6M |
| Q3 2026 | $25.9M |
| Q3 2026 | $367K |
| Q3 2026 | $1.4M |
| Q3 2026 | $11.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.1M | 220.3K | — | — |
| Q3 2026 | $1.4M | 28.7K | — | — |
| Q3 2026 | $367K | 6.5K | — | — |
| Q3 2026 | $25.9M | 577.5K | — | — |
| Q2 2026 | $12.6M | 250.1K | — | — |
| Q2 2026 | $3.1M | 59.8K | — | — |
| Q2 2026 | $363K | 6.4K | — | — |
| Q2 2026 | $23.9M | 519.3K | — | — |
| Q1 2026 | $13.4M | 264.9K | — | — |
| Q1 2026 | $3.9M | 76.7K | — | — |
| Q1 2026 | $359K | 6.3K | — | — |
| Q1 2026 | $23M | 498.9K | — | — |
| Q4 2025 | $12.8M | 254.0K | — | — |
| Q4 2025 | $4.2M | 81.7K | — | — |
| Q4 2025 | $358K | 6.2K | — | — |
| Q4 2025 | $21.3M | 460.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B