Back to JPM-PM
TFC Financial Management, Inc. → JPM-PM
TFC Financial Management, Inc. JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$266K
Q3 2026
Peak value
$56.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.1M |
| Q4 2025 | $46.2M |
| Q4 2025 | $246K |
| Q1 2026 | $2M |
| Q1 2026 | $45.7M |
| Q1 2026 | $235K |
| Q2 2026 | $2.4M |
| Q2 2026 | $55.2M |
| Q2 2026 | $262K |
| Q3 2026 | $2.4M |
| Q3 2026 | $56.8M |
| Q3 2026 | $266K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $266K | 4.3K | — | — |
| Q3 2026 | $56.8M | 769.1K | — | — |
| Q3 2026 | $2.4M | 7.3K | — | — |
| Q2 2026 | $262K | 4.3K | — | — |
| Q2 2026 | $55.2M | 764.2K | — | — |
| Q2 2026 | $2.4M | 7.2K | — | — |
| Q1 2026 | $235K | 4.2K | — | — |
| Q1 2026 | $45.7M | 745.6K | — | — |
| Q1 2026 | $2M | 6.8K | — | — |
| Q4 2025 | $246K | 4.2K | — | — |
| Q4 2025 | $46.2M | 731.3K | — | — |
| Q4 2025 | $2.1M | 6.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B