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Security National Bank JPM-PM Position History
JPM-PM
Quarters held
41
Latest value
$298K
Q3 2026
Peak value
$14.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $738K |
| Q4 2025 | $11.7M |
| Q4 2025 | $1K |
| Q4 2025 | $3.8M |
| Q4 2025 | $95K |
| Q4 2025 | $5.9M |
| Q4 2025 | $327K |
| Q4 2025 | $1.9M |
| Q4 2025 | $422K |
| Q4 2025 | $14.3M |
| Q1 2026 | $777K |
| Q1 2026 | $10.8M |
| Q1 2026 | $3K |
| Q1 2026 | $3.9M |
| Q1 2026 | $98K |
| Q1 2026 | $6.4M |
| Q1 2026 | $340K |
| Q1 2026 | $1.8M |
| Q1 2026 | $490K |
| Q1 2026 | $13.2M |
| Q2 2026 | $898K |
| Q2 2026 | $13.4M |
| Q2 2026 | $2K |
| Q2 2026 | $3.9M |
| Q2 2026 | $38K |
| Q2 2026 | $6.8M |
| Q2 2026 | $387K |
| Q2 2026 | $2.4M |
| Q2 2026 | $486K |
| Q2 2026 | $11.4M |
| Q2 2026 | $164K |
| Q3 2026 | $907K |
| Q3 2026 | $13.8M |
| Q3 2026 | $200K |
| Q3 2026 | $111K |
| Q3 2026 | $10M |
| Q3 2026 | $386K |
| Q3 2026 | $2.6M |
| Q3 2026 | $484K |
| Q3 2026 | $11.6M |
| Q3 2026 | $298K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $298K | 2.8K | — | — |
| Q3 2026 | $11.6M | 209.5K | — | — |
| Q3 2026 | $484K | 8.8K | — | — |
| Q3 2026 | $2.6M | 42.5K | — | — |
| Q3 2026 | $386K | 6.3K | — | — |
| Q3 2026 | $10M | 199.3K | — | — |
| Q3 2026 | $111K | 2.2K | — | — |
| Q3 2026 | $200K | 3.6K | — | — |
| Q3 2026 | $13.8M | 41.8K | — | — |
| Q3 2026 | $907K | 2.7K | — | — |
| Q2 2026 | $164K | 1.5K | — | — |
| Q2 2026 | $11.4M | 205.7K | — | — |
| Q2 2026 | $486K | 8.8K | — | — |
| Q2 2026 | $2.4M | 39.3K | — | — |
| Q2 2026 | $387K | 6.3K | — | — |
| Q2 2026 | $6.8M | 133.7K | — | — |
| Q2 2026 | $38K | 758 | — | — |
| Q2 2026 | $3.9M | 69.4K | — | — |
| Q2 2026 | $2K | 37 | — | — |
| Q2 2026 | $13.4M | 40.9K | — | — |
| Q2 2026 | $898K | 2.7K | — | — |
| Q1 2026 | $13.2M | 250.7K | — | — |
| Q1 2026 | $490K | 9.3K | — | — |
| Q1 2026 | $1.8M | 32.3K | — | — |
| Q1 2026 | $340K | 6.1K | — | — |
| Q1 2026 | $6.4M | 126.4K | — | — |
| Q1 2026 | $98K | 1.9K | — | — |
| Q1 2026 | $3.9M | 69.4K | — | — |
| Q1 2026 | $3K | 46 | — | — |
| Q1 2026 | $10.8M | 36.9K | — | — |
| Q1 2026 | $777K | 2.6K | — | — |
| Q4 2025 | $14.3M | 273.8K | — | — |
| Q4 2025 | $422K | 8.1K | — | — |
| Q4 2025 | $1.9M | 32.5K | — | — |
| Q4 2025 | $327K | 5.6K | — | — |
| Q4 2025 | $5.9M | 116.7K | — | — |
| Q4 2025 | $95K | 1.9K | — | — |
| Q4 2025 | $3.8M | 66.2K | — | — |
| Q4 2025 | $1K | 22 | — | — |
| Q4 2025 | $11.7M | 36.3K | — | — |
| Q4 2025 | $738K | 2.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B