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Asset Advisory Group, Inc. → JPM-PM

Asset Advisory Group, Inc. JPM-PM Position History

JPM-PM

Quarters held
8
Latest value
$7.1M
Q3 2026
Peak value
$7.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.6M
Q4 2025$5.7M
Q1 2026$2.4M
Q1 2026$6.4M
Q2 2026$2.7M
Q2 2026$7M
Q3 2026$2.7M
Q3 2026$7.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.1M159.1K——
Q3 2026$2.7M8.1K——
Q2 2026$7M151.1K——
Q2 2026$2.7M8.1K——
Q1 2026$6.4M139.1K——
Q1 2026$2.4M8.1K——
Q4 2025$5.7M122.1K——
Q4 2025$2.6M8.1K——

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