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Prota Financial, LLC JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$12.4M
Q3 2026
Peak value
$12.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $549K |
| Q4 2025 | $12M |
| Q4 2025 | $224K |
| Q4 2025 | $11.8M |
| Q1 2026 | $444K |
| Q1 2026 | $475K |
| Q1 2026 | $235K |
| Q1 2026 | $11.2M |
| Q2 2026 | $485K |
| Q2 2026 | $280K |
| Q2 2026 | $12.1M |
| Q3 2026 | $483K |
| Q3 2026 | $350K |
| Q3 2026 | $207K |
| Q3 2026 | $12.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.4M | 204.4K | — | — |
| Q3 2026 | $207K | 4.1K | — | — |
| Q3 2026 | $350K | 6.3K | — | — |
| Q3 2026 | $483K | 1.5K | — | — |
| Q2 2026 | $12.1M | 200.3K | — | — |
| Q2 2026 | $280K | 5.0K | — | — |
| Q2 2026 | $485K | 1.5K | — | — |
| Q1 2026 | $11.2M | 200.9K | — | — |
| Q1 2026 | $235K | 4.6K | — | — |
| Q1 2026 | $475K | 8.4K | — | — |
| Q1 2026 | $444K | 1.5K | — | — |
| Q4 2025 | $11.8M | 202.6K | — | — |
| Q4 2025 | $224K | 4.4K | — | — |
| Q4 2025 | $12M | 210.3K | — | — |
| Q4 2025 | $549K | 1.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B