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Souders Financial Advisors → JPM-PM
Souders Financial Advisors JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$23.2M
Q3 2026
Peak value
$23.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.6M |
| Q3 2025 | $522K |
| Q3 2025 | $20.5M |
| Q4 2025 | $6.7M |
| Q4 2025 | $561K |
| Q4 2025 | $21.2M |
| Q1 2026 | $6.1M |
| Q1 2026 | $655K |
| Q1 2026 | $21.6M |
| Q2 2026 | $6.8M |
| Q2 2026 | $626K |
| Q2 2026 | $23.1M |
| Q3 2026 | $6.8M |
| Q3 2026 | $557K |
| Q3 2026 | $23.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $23.2M | 460.7K | — | — |
| Q3 2026 | $557K | 11.0K | — | — |
| Q3 2026 | $6.8M | 20.4K | — | — |
| Q2 2026 | $23.1M | 456.1K | — | — |
| Q2 2026 | $626K | 12.3K | — | — |
| Q2 2026 | $6.8M | 20.7K | — | — |
| Q1 2026 | $21.6M | 426.7K | — | — |
| Q1 2026 | $655K | 12.8K | — | — |
| Q1 2026 | $6.1M | 20.8K | — | — |
| Q4 2025 | $21.2M | 418.8K | — | — |
| Q4 2025 | $561K | 11.0K | — | — |
| Q4 2025 | $6.7M | 20.8K | — | — |
| Q3 2025 | $20.5M | 404.7K | — | — |
| Q3 2025 | $522K | 10.2K | — | — |
| Q3 2025 | $6.6M | 20.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B