Back to JPM-PM
Sunrise Financial Services, LLC → JPM-PM
Sunrise Financial Services, LLC JPM-PM Position History
JPM-PM
Quarters held
24
Latest value
$5M
Q3 2026
Peak value
$5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $47K |
| Q4 2025 | $40K |
| Q4 2025 | $2M |
| Q4 2025 | $77K |
| Q1 2026 | $49K |
| Q1 2026 | $87K |
| Q1 2026 | $252K |
| Q1 2026 | $40K |
| Q1 2026 | $2.2M |
| Q1 2026 | $51K |
| Q1 2026 | $4.5M |
| Q2 2026 | $55K |
| Q2 2026 | $54K |
| Q2 2026 | $295K |
| Q2 2026 | $40K |
| Q2 2026 | $2.4M |
| Q2 2026 | $55K |
| Q2 2026 | $4.9M |
| Q3 2026 | $56K |
| Q3 2026 | $53K |
| Q3 2026 | $283K |
| Q3 2026 | $39K |
| Q3 2026 | $2.4M |
| Q3 2026 | $5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5M | 97.1K | — | — |
| Q3 2026 | $2.4M | 52.4K | — | — |
| Q3 2026 | $39K | 700 | — | — |
| Q3 2026 | $283K | 2.8K | — | — |
| Q3 2026 | $53K | 650 | — | — |
| Q3 2026 | $56K | 168 | — | — |
| Q2 2026 | $4.9M | 93.8K | — | — |
| Q2 2026 | $55K | 900 | — | — |
| Q2 2026 | $2.4M | 49.3K | — | — |
| Q2 2026 | $40K | 700 | — | — |
| Q2 2026 | $295K | 3.0K | — | — |
| Q2 2026 | $54K | 650 | — | — |
| Q2 2026 | $55K | 168 | — | — |
| Q1 2026 | $4.5M | 85.7K | — | — |
| Q1 2026 | $51K | 926 | — | — |
| Q1 2026 | $2.2M | 45.2K | — | — |
| Q1 2026 | $40K | 700 | — | — |
| Q1 2026 | $252K | 2.7K | — | — |
| Q1 2026 | $87K | 1.1K | — | — |
| Q1 2026 | $49K | 166 | — | — |
| Q4 2025 | $77K | 1.3K | — | — |
| Q4 2025 | $2M | 41.0K | — | — |
| Q4 2025 | $40K | 700 | — | — |
| Q4 2025 | $47K | 147 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
Other Sunrise Financial Services, LLC positions
COF-PN
$25.2MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$23.2MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$18.7MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$17.2MCAPITAL GROUP DIVIDEND VALUE
ETHA
$16.7MINVESCO EXCH TRADED FD TR II
ETHA
$16.3MINVESCO EXCH TRADED FD TR II
ETHA
$15.5MINVESCO EXCH TRADED FD TR II
ETHA
$11.7MINVESCO EXCH TRADED FD TR II