Back to JPM-PM
RETIREMENT GUYS FORMULA LLC → JPM-PM
RETIREMENT GUYS FORMULA LLC JPM-PM Position History
JPM-PM
Quarters held
19
Latest value
$4M
Q3 2026
Peak value
$15.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.3M |
| Q4 2025 | $1.4M |
| Q4 2025 | $9M |
| Q4 2025 | $3.7M |
| Q1 2026 | $4.5M |
| Q1 2026 | $1.3M |
| Q1 2026 | $12.1M |
| Q1 2026 | $3.8M |
| Q1 2026 | $3.7M |
| Q2 2026 | $4.7M |
| Q2 2026 | $1.3M |
| Q2 2026 | $15.5M |
| Q2 2026 | $4.1M |
| Q2 2026 | $4M |
| Q3 2026 | $5.1M |
| Q3 2026 | $1.3M |
| Q3 2026 | $15.2M |
| Q3 2026 | $4.4M |
| Q3 2026 | $4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4M | 42.4K | — | — |
| Q3 2026 | $4.4M | 71.9K | — | — |
| Q3 2026 | $15.2M | 301.6K | — | — |
| Q3 2026 | $1.3M | 28.1K | — | — |
| Q3 2026 | $5.1M | 90.0K | — | — |
| Q2 2026 | $4M | 43.8K | — | — |
| Q2 2026 | $4.1M | 67.5K | — | — |
| Q2 2026 | $15.5M | 306.8K | — | — |
| Q2 2026 | $1.3M | 28.3K | — | — |
| Q2 2026 | $4.7M | 83.5K | — | — |
| Q1 2026 | $3.7M | 43.1K | — | — |
| Q1 2026 | $3.8M | 67.7K | — | — |
| Q1 2026 | $12.1M | 239.6K | — | — |
| Q1 2026 | $1.3M | 27.9K | — | — |
| Q1 2026 | $4.5M | 79.5K | — | — |
| Q4 2025 | $3.7M | 63.5K | — | — |
| Q4 2025 | $9M | 178.3K | — | — |
| Q4 2025 | $1.4M | 29.5K | — | — |
| Q4 2025 | $4.3M | 75.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B