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Arbor Investment Advisors, LLC → JPM-PM

Arbor Investment Advisors, LLC JPM-PM Position History

JPM-PM

Quarters held
17
Latest value
$24.7M
Q3 2026
Peak value
$24.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$722K
Q4 2025$794K
Q4 2025$239K
Q4 2025$21M
Q1 2026$707K
Q1 2026$786K
Q1 2026$240K
Q1 2026$22.4M
Q2 2026$789K
Q2 2026$214K
Q2 2026$796K
Q2 2026$240K
Q2 2026$23.8M
Q3 2026$797K
Q3 2026$748K
Q3 2026$238K
Q3 2026$24.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$24.7M490.3K——
Q3 2026$238K4.7K——
Q3 2026$748K15.7K——
Q3 2026$797K2.4K——
Q2 2026$23.8M471.2K——
Q2 2026$240K4.7K——
Q2 2026$796K15.7K——
Q2 2026$214K3.8K——
Q2 2026$789K2.4K——
Q1 2026$22.4M443.1K——
Q1 2026$240K4.7K——
Q1 2026$786K15.7K——
Q1 2026$707K2.4K——
Q4 2025$21M414.2K——
Q4 2025$239K4.7K——
Q4 2025$794K15.7K——
Q4 2025$722K2.2K——

Other funds holding JPM-PM

Other Arbor Investment Advisors, LLC positions

ETHA

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ETHA

iShares Russell 1000 ETF

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IVZ

Invesco FTSE RAFI US 1000 ETF

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IVZ

Invesco FTSE RAFI US 1000 ETF

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ETHA

iShares Russell 1000 ETF

$108.7M
VGES

Vanguard FTSE Developed Markets ETF

$106.2M
VGES

Vanguard FTSE Developed Markets ETF

$104.2M
ETHA

iShares Russell 1000 ETF

$103.8M