Back to JPM-PM
Peak Financial Management, Inc. → JPM-PM
Peak Financial Management, Inc. JPM-PM Position History
JPM-PM
Quarters held
7
Latest value
$17.3M
Q3 2026
Peak value
$17.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $239K |
| Q4 2025 | $15.2M |
| Q1 2026 | $229K |
| Q1 2026 | $16.5M |
| Q2 2026 | $17.3M |
| Q3 2026 | $217K |
| Q3 2026 | $17.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.3M | 370.7K | — | — |
| Q3 2026 | $217K | 656 | — | — |
| Q2 2026 | $17.3M | 357.6K | — | — |
| Q1 2026 | $16.5M | 344.1K | — | — |
| Q1 2026 | $229K | 778 | — | — |
| Q4 2025 | $15.2M | 312.1K | — | — |
| Q4 2025 | $239K | 742 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B