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O'Connor Financial Group LLC → JPM-PM
O'Connor Financial Group LLC JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$6.7M
Q3 2026
Peak value
$8.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $356K |
| Q3 2025 | $6.9M |
| Q4 2025 | $339K |
| Q4 2025 | $7.2M |
| Q1 2026 | $342K |
| Q1 2026 | $8.7M |
| Q2 2026 | $404K |
| Q2 2026 | $8.2M |
| Q3 2026 | $412K |
| Q3 2026 | $6.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.7M | 134.0K | — | — |
| Q3 2026 | $412K | 1.2K | — | — |
| Q2 2026 | $8.2M | 161.7K | — | — |
| Q2 2026 | $404K | 1.2K | — | — |
| Q1 2026 | $8.7M | 171.6K | — | — |
| Q1 2026 | $342K | 1.2K | — | — |
| Q4 2025 | $7.2M | 142.0K | — | — |
| Q4 2025 | $339K | 1.1K | — | — |
| Q3 2025 | $6.9M | 135.2K | — | — |
| Q3 2025 | $356K | 1.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B