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AdviceOne Advisory Services, LLC → JPM-PM
AdviceOne Advisory Services, LLC JPM-PM Position History
JPM-PM
Quarters held
5
Latest value
$562K
Q3 2026
Peak value
$562K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $396K |
| Q4 2025 | $405K |
| Q1 2026 | $376K |
| Q2 2026 | $418K |
| Q3 2026 | $562K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $562K | 1.7K | — | — |
| Q2 2026 | $418K | 1.3K | — | — |
| Q1 2026 | $376K | 1.3K | — | — |
| Q4 2025 | $405K | 1.3K | — | — |
| Q3 2025 | $396K | 1.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B