Back to JPM-PM
RIA Advisory Group LLC → JPM-PM
RIA Advisory Group LLC JPM-PM Position History
JPM-PM
Quarters held
7
Latest value
$366K
Q3 2026
Peak value
$5.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $541K |
| Q4 2025 | $460K |
| Q1 2026 | $413K |
| Q2 2026 | $507K |
| Q3 2026 | $5.1M |
| Q3 2026 | $390K |
| Q3 2026 | $366K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $366K | 6.0K | — | — |
| Q3 2026 | $390K | 6.9K | — | — |
| Q3 2026 | $5.1M | 15.4K | — | — |
| Q2 2026 | $507K | 1.5K | — | — |
| Q1 2026 | $413K | 1.4K | — | — |
| Q4 2025 | $460K | 1.4K | — | — |
| Q3 2025 | $541K | 1.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B