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ADVISORTRUST PARTNERS, LLC → JPM-PM
ADVISORTRUST PARTNERS, LLC JPM-PM Position History
JPM-PM
Quarters held
7
Latest value
$9.8M
Q3 2026
Peak value
$9.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.2M |
| Q4 2025 | $288K |
| Q1 2026 | $8.3M |
| Q1 2026 | $280K |
| Q2 2026 | $9.6M |
| Q2 2026 | $588K |
| Q3 2026 | $9.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.8M | 29.6K | — | — |
| Q2 2026 | $588K | 8.1K | — | — |
| Q2 2026 | $9.6M | 29.5K | — | — |
| Q1 2026 | $280K | 4.6K | — | — |
| Q1 2026 | $8.3M | 28.1K | — | — |
| Q4 2025 | $288K | 4.6K | — | — |
| Q4 2025 | $8.2M | 25.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B