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Northwest Financial Advisors → JPM-PM
Northwest Financial Advisors JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$96.8M
Q3 2026
Peak value
$97.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $456K |
| Q3 2025 | $314K |
| Q3 2025 | $217K |
| Q4 2025 | $267K |
| Q1 2026 | $219K |
| Q1 2026 | $215K |
| Q1 2026 | $484K |
| Q2 2026 | $207K |
| Q2 2026 | $254K |
| Q2 2026 | $97.7M |
| Q3 2026 | $260K |
| Q3 2026 | $96.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $96.8M | 1.00M | — | — |
| Q3 2026 | $260K | 3.5K | — | — |
| Q2 2026 | $97.7M | 991.3K | — | — |
| Q2 2026 | $254K | 3.5K | — | — |
| Q2 2026 | $207K | 4.1K | — | — |
| Q1 2026 | $484K | 5.7K | — | — |
| Q1 2026 | $215K | 3.5K | — | — |
| Q1 2026 | $219K | 4.4K | — | — |
| Q4 2025 | $267K | 4.2K | — | — |
| Q3 2025 | $217K | 2.3K | — | — |
| Q3 2025 | $314K | 5.0K | — | — |
| Q3 2025 | $456K | 1.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B