Back to JPM-PM
Southern Financial Group, LLC → JPM-PM
Southern Financial Group, LLC JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$70.5M
Q3 2026
Peak value
$70.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $586K |
| Q4 2025 | $60.5M |
| Q1 2026 | $538K |
| Q1 2026 | $62.2M |
| Q2 2026 | $624K |
| Q2 2026 | $65M |
| Q3 2026 | $608K |
| Q3 2026 | $70.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $70.5M | 1.57M | — | — |
| Q3 2026 | $608K | 1.8K | — | — |
| Q2 2026 | $65M | 1.41M | — | — |
| Q2 2026 | $624K | 1.9K | — | — |
| Q1 2026 | $62.2M | 1.35M | — | — |
| Q1 2026 | $538K | 1.8K | — | — |
| Q4 2025 | $60.5M | 1.31M | — | — |
| Q4 2025 | $586K | 1.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B