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Patriot Financial Group Insurance Agency, LLC → JPM-PM
Patriot Financial Group Insurance Agency, LLC JPM-PM Position History
JPM-PM
Quarters held
25
Latest value
$1.9M
Q3 2026
Peak value
$19.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.2M |
| Q4 2025 | $3.2M |
| Q4 2025 | $9M |
| Q4 2025 | $6.1M |
| Q4 2025 | $4.6M |
| Q1 2026 | $19.4M |
| Q1 2026 | $223K |
| Q1 2026 | $6.5M |
| Q1 2026 | $17.8M |
| Q1 2026 | $234K |
| Q1 2026 | $11.5M |
| Q1 2026 | $8.3M |
| Q1 2026 | $1.8M |
| Q2 2026 | $10.4M |
| Q2 2026 | $3.2M |
| Q2 2026 | $8.9M |
| Q2 2026 | $8.1M |
| Q2 2026 | $4.6M |
| Q2 2026 | $1.5M |
| Q3 2026 | $10.9M |
| Q3 2026 | $3.1M |
| Q3 2026 | $8.9M |
| Q3 2026 | $10M |
| Q3 2026 | $4.3M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 19.6K | — | — |
| Q3 2026 | $4.3M | 44.3K | — | — |
| Q3 2026 | $10M | 163.3K | — | — |
| Q3 2026 | $8.9M | 159.1K | — | — |
| Q3 2026 | $3.1M | 68.4K | — | — |
| Q3 2026 | $10.9M | 32.8K | — | — |
| Q2 2026 | $1.5M | 16.1K | — | — |
| Q2 2026 | $4.6M | 47.1K | — | — |
| Q2 2026 | $8.1M | 132.0K | — | — |
| Q2 2026 | $8.9M | 158.5K | — | — |
| Q2 2026 | $3.2M | 68.8K | — | — |
| Q2 2026 | $10.4M | 31.8K | — | — |
| Q1 2026 | $1.8M | 20.6K | — | — |
| Q1 2026 | $8.3M | 98.8K | — | — |
| Q1 2026 | $11.5M | 206.9K | — | — |
| Q1 2026 | $234K | 4.6K | — | — |
| Q1 2026 | $17.8M | 314.1K | — | — |
| Q1 2026 | $6.5M | 141.0K | — | — |
| Q1 2026 | $223K | 2.9K | — | — |
| Q1 2026 | $19.4M | 65.8K | — | — |
| Q4 2025 | $4.6M | 49.2K | — | — |
| Q4 2025 | $6.1M | 104.2K | — | — |
| Q4 2025 | $9M | 157.6K | — | — |
| Q4 2025 | $3.2M | 69.4K | — | — |
| Q4 2025 | $9.2M | 28.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B