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Trademark Financial Management, LLC → JPM-PM
Trademark Financial Management, LLC JPM-PM Position History
JPM-PM
Quarters held
11
Latest value
$367K
Q3 2026
Peak value
$12.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9M |
| Q4 2025 | $4.7M |
| Q1 2026 | $10.8M |
| Q1 2026 | $5.4M |
| Q2 2026 | $12.3M |
| Q2 2026 | $4.3M |
| Q2 2026 | $406K |
| Q3 2026 | $11.8M |
| Q3 2026 | $3.8M |
| Q3 2026 | $392K |
| Q3 2026 | $367K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $367K | 3.9K | — | — |
| Q3 2026 | $392K | 8.4K | — | — |
| Q3 2026 | $3.8M | 75.0K | — | — |
| Q3 2026 | $11.8M | 263.9K | — | — |
| Q2 2026 | $406K | 8.4K | — | — |
| Q2 2026 | $4.3M | 85.0K | — | — |
| Q2 2026 | $12.3M | 263.0K | — | — |
| Q1 2026 | $5.4M | 106.2K | — | — |
| Q1 2026 | $10.8M | 229.2K | — | — |
| Q4 2025 | $4.7M | 92.5K | — | — |
| Q4 2025 | $9M | 190.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B