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Plan Group Financial, LLC → JPM-PM
Plan Group Financial, LLC JPM-PM Position History
JPM-PM
Quarters held
40
Latest value
$10M
Q3 2026
Peak value
$18.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q3 2025 | $397K |
| Q3 2025 | $225K |
| Q3 2025 | $3.5M |
| Q3 2025 | $221K |
| Q3 2025 | $306K |
| Q3 2025 | $241K |
| Q3 2025 | $2M |
| Q4 2025 | $12.6M |
| Q4 2025 | $621K |
| Q4 2025 | $339K |
| Q4 2025 | $5.4M |
| Q4 2025 | $510K |
| Q4 2025 | $334K |
| Q4 2025 | $3.1M |
| Q1 2026 | $11.6M |
| Q1 2026 | $553K |
| Q1 2026 | $921K |
| Q1 2026 | $374K |
| Q1 2026 | $10.3M |
| Q1 2026 | $724K |
| Q1 2026 | $330K |
| Q1 2026 | $6M |
| Q2 2026 | $12.3M |
| Q2 2026 | $600K |
| Q2 2026 | $1.4M |
| Q2 2026 | $352K |
| Q2 2026 | $15.1M |
| Q2 2026 | $1.1M |
| Q2 2026 | $384K |
| Q2 2026 | $8.3M |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.1M |
| Q3 2026 | $409K |
| Q3 2026 | $2.6M |
| Q3 2026 | $267K |
| Q3 2026 | $18.6M |
| Q3 2026 | $2M |
| Q3 2026 | $271K |
| Q3 2026 | $10M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10M | 106.2K | — | — |
| Q3 2026 | $271K | 2.9K | — | — |
| Q3 2026 | $2M | 34.4K | — | — |
| Q3 2026 | $18.6M | 245.5K | — | — |
| Q3 2026 | $267K | 5.9K | — | — |
| Q3 2026 | $2.6M | 45.7K | — | — |
| Q3 2026 | $409K | 5.0K | — | — |
| Q3 2026 | $1.1M | 20.8K | — | — |
| Q3 2026 | $1.2M | 3.6K | — | — |
| Q2 2026 | $8.3M | 89.9K | — | — |
| Q2 2026 | $384K | 3.9K | — | — |
| Q2 2026 | $1.1M | 18.4K | — | — |
| Q2 2026 | $15.1M | 209.0K | — | — |
| Q2 2026 | $352K | 7.5K | — | — |
| Q2 2026 | $1.4M | 24.3K | — | — |
| Q2 2026 | $600K | 7.3K | — | — |
| Q2 2026 | $12.3M | 37.6K | — | — |
| Q1 2026 | $6M | 70.4K | — | — |
| Q1 2026 | $330K | 3.9K | — | — |
| Q1 2026 | $724K | 13.0K | — | — |
| Q1 2026 | $10.3M | 167.4K | — | — |
| Q1 2026 | $374K | 7.9K | — | — |
| Q1 2026 | $921K | 16.2K | — | — |
| Q1 2026 | $553K | 7.3K | — | — |
| Q1 2026 | $11.6M | 39.3K | — | — |
| Q4 2025 | $3.1M | 38.2K | — | — |
| Q4 2025 | $334K | 3.6K | — | — |
| Q4 2025 | $510K | 8.8K | — | — |
| Q4 2025 | $5.4M | 85.0K | — | — |
| Q4 2025 | $339K | 7.2K | — | — |
| Q4 2025 | $621K | 10.9K | — | — |
| Q4 2025 | $12.6M | 39.0K | — | — |
| Q3 2025 | $2M | 26.1K | — | — |
| Q3 2025 | $241K | 2.6K | — | — |
| Q3 2025 | $306K | 5.3K | — | — |
| Q3 2025 | $221K | 4.4K | — | — |
| Q3 2025 | $3.5M | 56.2K | — | — |
| Q3 2025 | $225K | 4.7K | — | — |
| Q3 2025 | $397K | 7.0K | — | — |
| Q3 2025 | $2M | 6.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B