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New England Professional Planning Group Inc. → JPM-PM
New England Professional Planning Group Inc. JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$61M
Q3 2026
Peak value
$62.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $460K |
| Q4 2025 | $57.3M |
| Q1 2026 | $420K |
| Q1 2026 | $58.9M |
| Q2 2026 | $439K |
| Q2 2026 | $62.8M |
| Q3 2026 | $444K |
| Q3 2026 | $61M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $61M | 742.8K | — | — |
| Q3 2026 | $444K | 1.3K | — | — |
| Q2 2026 | $62.8M | 761.9K | — | — |
| Q2 2026 | $439K | 1.3K | — | — |
| Q1 2026 | $58.9M | 777.7K | — | — |
| Q1 2026 | $420K | 1.4K | — | — |
| Q4 2025 | $57.3M | 765.9K | — | — |
| Q4 2025 | $460K | 1.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B