Back to JPM-PM

QUANTUM FINANCIAL PARTNERS LLC → JPM-PM

QUANTUM FINANCIAL PARTNERS LLC JPM-PM Position History

JPM-PM

Quarters held
5
Latest value
$5.6M
Q3 2026
Peak value
$5.6M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$1.7M
Q2 2026$5.2M
Q3 2026$1.6M
Q3 2026$349K
Q3 2026$5.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.6M58.0K——
Q3 2026$349K6.9K——
Q3 2026$1.6M5.0K——
Q2 2026$5.2M52.7K——
Q2 2026$1.7M5.2K——

Other funds holding JPM-PM

Other QUANTUM FINANCIAL PARTNERS LLC positions

COF-PN

CAPITAL GROUP GROWTH ETF

$11.7M
COF-PN

CAPITAL GROUP GROWTH ETF

$10.8M
COF-PN

CAPITAL GROUP CORE BALANCED

$9.9M
COF-PN

CAPITAL GROUP CORE BALANCED

$8.2M
COF-PN

CAPITAL GRP FIXED INCM ETF T

$6.7M
QQQ

INVESCO QQQ TR

$6.6M
COF-PN

CAPITAL GROUP INTL FOCUS EQT

$6.5M
QQQ

INVESCO QQQ TR

$6.5M