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Pearl Planning LLC JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$1M
Q3 2026
Peak value
$18.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $261K |
| Q1 2026 | $238K |
| Q1 2026 | $16.5M |
| Q2 2026 | $268K |
| Q2 2026 | $18M |
| Q3 2026 | $272K |
| Q3 2026 | $18.8M |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 22.9K | — | — |
| Q3 2026 | $18.8M | 418.5K | — | — |
| Q3 2026 | $272K | 821 | — | — |
| Q2 2026 | $18M | 391.4K | — | — |
| Q2 2026 | $268K | 818 | — | — |
| Q1 2026 | $16.5M | 358.1K | — | — |
| Q1 2026 | $238K | 809 | — | — |
| Q4 2025 | $261K | 809 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B