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Retirement Planning Co of New England, Inc. → JPM-PM
Retirement Planning Co of New England, Inc. JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$6.7M
Q3 2026
Peak value
$9.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q3 2025 | $5.7M |
| Q4 2025 | $1.5M |
| Q4 2025 | $5.9M |
| Q1 2026 | $1.4M |
| Q1 2026 | $6.1M |
| Q2 2026 | $1.5M |
| Q2 2026 | $9.1M |
| Q3 2026 | $1.5M |
| Q3 2026 | $6.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.7M | 612.3K | — | — |
| Q3 2026 | $1.5M | 4.4K | — | — |
| Q2 2026 | $9.1M | 634.4K | — | — |
| Q2 2026 | $1.5M | 4.5K | — | — |
| Q1 2026 | $6.1M | 651.1K | — | — |
| Q1 2026 | $1.4M | 4.8K | — | — |
| Q4 2025 | $5.9M | 663.0K | — | — |
| Q4 2025 | $1.5M | 4.8K | — | — |
| Q3 2025 | $5.7M | 600.8K | — | — |
| Q3 2025 | $1.5M | 4.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B