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APPLETON PARTNERS INC/MA → JPM-PM
APPLETON PARTNERS INC/MA JPM-PM Position History
JPM-PM
Quarters held
25
Latest value
$474K
Q3 2026
Peak value
$41M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $40.5M |
| Q3 2025 | $15M |
| Q3 2025 | $6M |
| Q3 2025 | $24.5M |
| Q3 2025 | $347K |
| Q4 2025 | $41M |
| Q4 2025 | $15.1M |
| Q4 2025 | $6.1M |
| Q4 2025 | $24.2M |
| Q4 2025 | $316K |
| Q1 2026 | $37.2M |
| Q1 2026 | $14.7M |
| Q1 2026 | $6.4M |
| Q1 2026 | $23M |
| Q1 2026 | $352K |
| Q2 2026 | $40.7M |
| Q2 2026 | $15M |
| Q2 2026 | $5.7M |
| Q2 2026 | $22.8M |
| Q2 2026 | $451K |
| Q3 2026 | $40.1M |
| Q3 2026 | $14.9M |
| Q3 2026 | $5.8M |
| Q3 2026 | $21.6M |
| Q3 2026 | $474K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $474K | 7.7K | — | — |
| Q3 2026 | $21.6M | 429.1K | — | — |
| Q3 2026 | $5.8M | 113.9K | — | — |
| Q3 2026 | $14.9M | 265.6K | — | — |
| Q3 2026 | $40.1M | 121.3K | — | — |
| Q2 2026 | $451K | 7.3K | — | — |
| Q2 2026 | $22.8M | 449.9K | — | — |
| Q2 2026 | $5.7M | 111.5K | — | — |
| Q2 2026 | $15M | 266.2K | — | — |
| Q2 2026 | $40.7M | 124.5K | — | — |
| Q1 2026 | $352K | 6.3K | — | — |
| Q1 2026 | $23M | 455.1K | — | — |
| Q1 2026 | $6.4M | 125.6K | — | — |
| Q1 2026 | $14.7M | 258.8K | — | — |
| Q1 2026 | $37.2M | 126.6K | — | — |
| Q4 2025 | $316K | 5.4K | — | — |
| Q4 2025 | $24.2M | 479.1K | — | — |
| Q4 2025 | $6.1M | 119.6K | — | — |
| Q4 2025 | $15.1M | 263.7K | — | — |
| Q4 2025 | $41M | 127.1K | — | — |
| Q3 2025 | $347K | 6.0K | — | — |
| Q3 2025 | $24.5M | 482.7K | — | — |
| Q3 2025 | $6M | 118.4K | — | — |
| Q3 2025 | $15M | 261.9K | — | — |
| Q3 2025 | $40.5M | 128.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B