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Annex Advisory Services, LLC → JPM-PM
Annex Advisory Services, LLC JPM-PM Position History
JPM-PM
Quarters held
16
Latest value
$253K
Q3 2026
Peak value
$224.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $15.5M |
| Q4 2025 | $273K |
| Q4 2025 | $216K |
| Q4 2025 | $574K |
| Q4 2025 | $1M |
| Q1 2026 | $15.4M |
| Q1 2026 | $223K |
| Q1 2026 | $518K |
| Q1 2026 | $844K |
| Q2 2026 | $16.8M |
| Q2 2026 | $584K |
| Q2 2026 | $248K |
| Q3 2026 | $17.6M |
| Q3 2026 | $224.3M |
| Q3 2026 | $546K |
| Q3 2026 | $253K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $253K | 4.1K | — | — |
| Q3 2026 | $546K | 7.4K | — | — |
| Q3 2026 | $224.3M | 5.01M | — | — |
| Q3 2026 | $17.6M | 53.3K | — | — |
| Q2 2026 | $248K | 4.0K | — | — |
| Q2 2026 | $584K | 8.1K | — | — |
| Q2 2026 | $16.8M | 51.3K | — | — |
| Q1 2026 | $844K | 15.2K | — | — |
| Q1 2026 | $518K | 8.4K | — | — |
| Q1 2026 | $223K | 3.9K | — | — |
| Q1 2026 | $15.4M | 52.3K | — | — |
| Q4 2025 | $1M | 17.5K | — | — |
| Q4 2025 | $574K | 9.1K | — | — |
| Q4 2025 | $216K | 4.2K | — | — |
| Q4 2025 | $273K | 4.8K | — | — |
| Q4 2025 | $15.5M | 48.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B