Back to JPM-PM
Putney Financial Group LLC → JPM-PM
Putney Financial Group LLC JPM-PM Position History
JPM-PM
Quarters held
20
Latest value
$146K
Q3 2026
Peak value
$2.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $526K |
| Q3 2025 | $510K |
| Q4 2025 | $777K |
| Q4 2025 | $958K |
| Q1 2026 | $811K |
| Q1 2026 | $225K |
| Q1 2026 | $1.6M |
| Q2 2026 | $692K |
| Q2 2026 | $597K |
| Q2 2026 | $428K |
| Q2 2026 | $256K |
| Q2 2026 | $2.3M |
| Q3 2026 | $727K |
| Q3 2026 | $259K |
| Q3 2026 | $24K |
| Q3 2026 | $890K |
| Q3 2026 | $402K |
| Q3 2026 | $245K |
| Q3 2026 | $2.4M |
| Q3 2026 | $146K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $146K | 2.8K | — | — |
| Q3 2026 | $2.4M | 39.2K | — | — |
| Q3 2026 | $245K | 5.5K | — | — |
| Q3 2026 | $402K | 8.5K | — | — |
| Q3 2026 | $890K | 15.8K | — | — |
| Q3 2026 | $24K | 545 | — | — |
| Q3 2026 | $259K | 3.2K | — | — |
| Q3 2026 | $727K | 2.2K | — | — |
| Q2 2026 | $2.3M | 37.0K | — | — |
| Q2 2026 | $256K | 5.5K | — | — |
| Q2 2026 | $428K | 8.5K | — | — |
| Q2 2026 | $597K | 10.6K | — | — |
| Q2 2026 | $692K | 2.1K | — | — |
| Q1 2026 | $1.6M | 29.3K | — | — |
| Q1 2026 | $225K | 4.0K | — | — |
| Q1 2026 | $811K | 2.8K | — | — |
| Q4 2025 | $958K | 16.5K | — | — |
| Q4 2025 | $777K | 2.4K | — | — |
| Q3 2025 | $510K | 8.9K | — | — |
| Q3 2025 | $526K | 1.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B