Back to JPM-PM
Sowell Financial Services LLC → JPM-PM
Sowell Financial Services LLC JPM-PM Position History
JPM-PM
Quarters held
45
Latest value
$542K
Q3 2026
Peak value
$23.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $22.2M |
| Q4 2025 | $444K |
| Q4 2025 | $816K |
| Q4 2025 | $4M |
| Q4 2025 | $1.4M |
| Q4 2025 | $817K |
| Q4 2025 | $17.2M |
| Q4 2025 | $1.5M |
| Q4 2025 | $693K |
| Q1 2026 | $20M |
| Q1 2026 | $393K |
| Q1 2026 | $835K |
| Q1 2026 | $4.6M |
| Q1 2026 | $1.6M |
| Q1 2026 | $963K |
| Q1 2026 | $18.2M |
| Q1 2026 | $1.7M |
| Q1 2026 | $754K |
| Q2 2026 | $23.1M |
| Q2 2026 | $443K |
| Q2 2026 | $763K |
| Q2 2026 | $4.5M |
| Q2 2026 | $1.6M |
| Q2 2026 | $240K |
| Q2 2026 | $17.9M |
| Q2 2026 | $1.9M |
| Q2 2026 | $688K |
| Q3 2026 | $23.2M |
| Q3 2026 | $23.2M |
| Q3 2026 | $470K |
| Q3 2026 | $470K |
| Q3 2026 | $1.3M |
| Q3 2026 | $651K |
| Q3 2026 | $5.5M |
| Q3 2026 | $5.5M |
| Q3 2026 | $1.7M |
| Q3 2026 | $1.7M |
| Q3 2026 | $256K |
| Q3 2026 | $256K |
| Q3 2026 | $10.7M |
| Q3 2026 | $10.7M |
| Q3 2026 | $4.1M |
| Q3 2026 | $4.1M |
| Q3 2026 | $542K |
| Q3 2026 | $542K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $542K | 5.7K | — | — |
| Q3 2026 | $542K | 5.7K | — | — |
| Q3 2026 | $4.1M | 67.7K | — | — |
| Q3 2026 | $4.1M | 67.7K | — | — |
| Q3 2026 | $10.7M | 212.5K | — | — |
| Q3 2026 | $10.7M | 212.5K | — | — |
| Q3 2026 | $256K | 3.5K | — | — |
| Q3 2026 | $256K | 3.5K | — | — |
| Q3 2026 | $1.7M | 37.5K | — | — |
| Q3 2026 | $1.7M | 37.5K | — | — |
| Q3 2026 | $5.5M | 97.4K | — | — |
| Q3 2026 | $5.5M | 97.4K | — | — |
| Q3 2026 | $651K | 6.5K | — | — |
| Q3 2026 | $1.3M | 13.0K | — | — |
| Q3 2026 | $470K | 6.0K | — | — |
| Q3 2026 | $470K | 6.0K | — | — |
| Q3 2026 | $23.2M | 70.2K | — | — |
| Q3 2026 | $23.2M | 70.2K | — | — |
| Q2 2026 | $688K | 7.5K | — | — |
| Q2 2026 | $1.9M | 30.2K | — | — |
| Q2 2026 | $17.9M | 353.1K | — | — |
| Q2 2026 | $240K | 3.3K | — | — |
| Q2 2026 | $1.6M | 34.8K | — | — |
| Q2 2026 | $4.5M | 80.3K | — | — |
| Q2 2026 | $763K | 7.7K | — | — |
| Q2 2026 | $443K | 5.9K | — | — |
| Q2 2026 | $23.1M | 70.5K | — | — |
| Q1 2026 | $754K | 8.8K | — | — |
| Q1 2026 | $1.7M | 30.2K | — | — |
| Q1 2026 | $18.2M | 358.7K | — | — |
| Q1 2026 | $963K | 15.7K | — | — |
| Q1 2026 | $1.6M | 34.0K | — | — |
| Q1 2026 | $4.6M | 80.8K | — | — |
| Q1 2026 | $835K | 8.9K | — | — |
| Q1 2026 | $393K | 5.7K | — | — |
| Q1 2026 | $20M | 67.8K | — | — |
| Q4 2025 | $693K | 8.6K | — | — |
| Q4 2025 | $1.5M | 25.2K | — | — |
| Q4 2025 | $17.2M | 340.3K | — | — |
| Q4 2025 | $817K | 12.9K | — | — |
| Q4 2025 | $1.4M | 29.3K | — | — |
| Q4 2025 | $4M | 70.6K | — | — |
| Q4 2025 | $816K | 8.8K | — | — |
| Q4 2025 | $444K | 6.7K | — | — |
| Q4 2025 | $22.2M | 68.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B