Back to JPM-PM
ASSET PLANNING SERVICES INC /LA/ /ADV → JPM-PM
ASSET PLANNING SERVICES INC /LA/ /ADV JPM-PM Position History
JPM-PM
Quarters held
4
Latest value
$12.6M
Q3 2026
Peak value
$12.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.7M |
| Q1 2026 | $11.7M |
| Q2 2026 | $12.5M |
| Q3 2026 | $12.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.6M | 38.0K | — | — |
| Q2 2026 | $12.5M | 38.2K | — | — |
| Q1 2026 | $11.7M | 39.8K | — | — |
| Q4 2025 | $12.7M | 39.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B