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Treasure Coast Financial Planning → JPM-PM
Treasure Coast Financial Planning JPM-PM Position History
JPM-PM
Quarters held
7
Latest value
$6.7M
Q3 2026
Peak value
$6.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $217K |
| Q4 2025 | $6.3M |
| Q1 2026 | $6.4M |
| Q2 2026 | $205K |
| Q2 2026 | $6.5M |
| Q3 2026 | $207K |
| Q3 2026 | $6.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.7M | 142.5K | — | — |
| Q3 2026 | $207K | 625 | — | — |
| Q2 2026 | $6.5M | 133.9K | — | — |
| Q2 2026 | $205K | 625 | — | — |
| Q1 2026 | $6.4M | 134.4K | — | — |
| Q4 2025 | $6.3M | 128.9K | — | — |
| Q4 2025 | $217K | 673 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B