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Allied Investment Advisors, LLC → JPM-PM
Allied Investment Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
5
Latest value
$23.4M
Q3 2026
Peak value
$23.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $22.1M |
| Q4 2025 | $22.4M |
| Q1 2026 | $20.4M |
| Q2 2026 | $23.1M |
| Q3 2026 | $23.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $23.4M | 70.9K | — | — |
| Q2 2026 | $23.1M | 70.7K | — | — |
| Q1 2026 | $20.4M | 69.5K | — | — |
| Q4 2025 | $22.4M | 69.4K | — | — |
| Q3 2025 | $22.1M | 70.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
Other Allied Investment Advisors, LLC positions
VGES
$136.4MVANGUARD SHORT-TERM BOND ETF
VGES
$80.4MVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
VGES
$65.3MVANGUARD INTERMEDIATE-TERM BOND ETF
SCHW-PJ
$59.3MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$55.7MSCHWAB US DIVIDEND EQUITY ETF
VLO
$54.1MVANGUARD HEALTH CARE ETF
SCHW-PJ
$50.1MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$48.9MSCHWAB US DIVIDEND EQUITY ETF