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Three Magnolias Financial Advisors, LLC → JPM-PM
Three Magnolias Financial Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
18
Latest value
$9.7M
Q3 2026
Peak value
$11.1M
First seen
Q2 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2025 | $1M |
| Q2 2025 | $4.8M |
| Q2 2025 | $8.9M |
| Q3 2025 | $1.2M |
| Q3 2025 | $4.6M |
| Q3 2025 | $10.6M |
| Q4 2025 | $1.2M |
| Q4 2025 | $4.7M |
| Q4 2025 | $10.9M |
| Q1 2026 | $1.3M |
| Q1 2026 | $4.9M |
| Q1 2026 | $11M |
| Q2 2026 | $1.4M |
| Q2 2026 | $6.8M |
| Q2 2026 | $11.1M |
| Q3 2026 | $1.4M |
| Q3 2026 | $6.6M |
| Q3 2026 | $9.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.7M | 159.0K | — | — |
| Q3 2026 | $6.6M | 117.0K | — | — |
| Q3 2026 | $1.4M | 4.3K | — | — |
| Q2 2026 | $11.1M | 181.2K | — | — |
| Q2 2026 | $6.8M | 120.0K | — | — |
| Q2 2026 | $1.4M | 4.4K | — | — |
| Q1 2026 | $11M | 197.6K | — | — |
| Q1 2026 | $4.9M | 86.1K | — | — |
| Q1 2026 | $1.3M | 4.4K | — | — |
| Q4 2025 | $10.9M | 186.9K | — | — |
| Q4 2025 | $4.7M | 81.4K | — | — |
| Q4 2025 | $1.2M | 3.8K | — | — |
| Q3 2025 | $10.6M | 185.0K | — | — |
| Q3 2025 | $4.6M | 81.1K | — | — |
| Q3 2025 | $1.2M | 3.8K | — | — |
| Q2 2025 | $8.9M | 164.5K | — | — |
| Q2 2025 | $4.8M | 84.0K | — | — |
| Q2 2025 | $1M | 3.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B