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Strategent Financial, LLC → JPM-PM
Strategent Financial, LLC JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$8.1M
Q3 2026
Peak value
$29.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $23.2M |
| Q4 2025 | $19M |
| Q1 2026 | $23.3M |
| Q1 2026 | $2.2M |
| Q2 2026 | $27.5M |
| Q2 2026 | $2.5M |
| Q3 2026 | $29.1M |
| Q3 2026 | $8.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.1M | 161.7K | — | — |
| Q3 2026 | $29.1M | 394.8K | — | — |
| Q2 2026 | $2.5M | 50.3K | — | — |
| Q2 2026 | $27.5M | 381.1K | — | — |
| Q1 2026 | $2.2M | 44.4K | — | — |
| Q1 2026 | $23.3M | 379.4K | — | — |
| Q4 2025 | $19M | 374.8K | — | — |
| Q4 2025 | $23.2M | 367.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B