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PENNEY FINANCIAL, LLC → JPM-PM
PENNEY FINANCIAL, LLC JPM-PM Position History
JPM-PM
Quarters held
18
Latest value
$29.4M
Q3 2026
Peak value
$29.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $212K |
| Q4 2025 | $9.3M |
| Q4 2025 | $5.6M |
| Q4 2025 | $755K |
| Q1 2026 | $9.6M |
| Q1 2026 | $5.6M |
| Q1 2026 | $696K |
| Q1 2026 | $405K |
| Q2 2026 | $205K |
| Q2 2026 | $9.8M |
| Q2 2026 | $5.7M |
| Q2 2026 | $820K |
| Q2 2026 | $4.3M |
| Q3 2026 | $207K |
| Q3 2026 | $10.9M |
| Q3 2026 | $6.5M |
| Q3 2026 | $837K |
| Q3 2026 | $29.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $29.4M | 583.0K | — | — |
| Q3 2026 | $837K | 11.3K | — | — |
| Q3 2026 | $6.5M | 116.0K | — | — |
| Q3 2026 | $10.9M | 243.3K | — | — |
| Q3 2026 | $207K | 627 | — | — |
| Q2 2026 | $4.3M | 84.2K | — | — |
| Q2 2026 | $820K | 11.3K | — | — |
| Q2 2026 | $5.7M | 100.3K | — | — |
| Q2 2026 | $9.8M | 212.0K | — | — |
| Q2 2026 | $205K | 625 | — | — |
| Q1 2026 | $405K | 8.0K | — | — |
| Q1 2026 | $696K | 11.3K | — | — |
| Q1 2026 | $5.6M | 99.6K | — | — |
| Q1 2026 | $9.6M | 208.6K | — | — |
| Q4 2025 | $755K | 11.9K | — | — |
| Q4 2025 | $5.6M | 97.8K | — | — |
| Q4 2025 | $9.3M | 201.3K | — | — |
| Q4 2025 | $212K | 658 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B