Back to JPM-PM
Roxbury Financial LLC → JPM-PM
Roxbury Financial LLC JPM-PM Position History
JPM-PM
Quarters held
13
Latest value
$56K
Q3 2026
Peak value
$2.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.6M |
| Q4 2025 | $20K |
| Q4 2025 | $55K |
| Q1 2026 | $2.4M |
| Q1 2026 | $20K |
| Q1 2026 | $53K |
| Q2 2026 | $2.7M |
| Q2 2026 | $23K |
| Q2 2026 | $56K |
| Q3 2026 | $2.8M |
| Q3 2026 | $33K |
| Q3 2026 | $24K |
| Q3 2026 | $56K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $56K | 917 | — | — |
| Q3 2026 | $24K | 320 | — | — |
| Q3 2026 | $33K | 100 | — | — |
| Q3 2026 | $2.8M | 8.5K | — | — |
| Q2 2026 | $56K | 917 | — | — |
| Q2 2026 | $23K | 320 | — | — |
| Q2 2026 | $2.7M | 8.4K | — | — |
| Q1 2026 | $53K | 949 | — | — |
| Q1 2026 | $20K | 319 | — | — |
| Q1 2026 | $2.4M | 8.3K | — | — |
| Q4 2025 | $55K | 949 | — | — |
| Q4 2025 | $20K | 318 | — | — |
| Q4 2025 | $2.6M | 8.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B