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Advantage Trust Co JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$27.9M
Q3 2026
Peak value
$28.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $28K |
| Q3 2025 | $21.6M |
| Q3 2025 | $4.2M |
| Q4 2025 | $15K |
| Q4 2025 | $21.7M |
| Q4 2025 | $4.1M |
| Q1 2026 | $13K |
| Q1 2026 | $24.1M |
| Q2 2026 | $33K |
| Q2 2026 | $28.2M |
| Q3 2026 | $33K |
| Q3 2026 | $27.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.9M | 289.3K | — | — |
| Q3 2026 | $33K | 101 | — | — |
| Q2 2026 | $28.2M | 286.5K | — | — |
| Q2 2026 | $33K | 101 | — | — |
| Q1 2026 | $24.1M | 285.6K | — | — |
| Q1 2026 | $13K | 45 | — | — |
| Q4 2025 | $4.1M | 44.1K | — | — |
| Q4 2025 | $21.7M | 233.7K | — | — |
| Q4 2025 | $15K | 45 | — | — |
| Q3 2025 | $4.2M | 44.4K | — | — |
| Q3 2025 | $21.6M | 230.7K | — | — |
| Q3 2025 | $28K | 90 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B