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BLB&B Advisors, LLC → JPM-PM

BLB&B Advisors, LLC JPM-PM Position History

JPM-PM

Quarters held
19
Latest value
$906K
Q3 2026
Peak value
$41.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$32K
Q3 2025$41.1M
Q3 2025$244K
Q3 2025$1.4M
Q4 2025$33K
Q4 2025$40.6M
Q4 2025$230K
Q4 2025$1.1M
Q1 2026$35.2M
Q1 2026$30K
Q1 2026$230K
Q1 2026$1.1M
Q2 2026$33K
Q2 2026$38.9M
Q2 2026$1.5M
Q3 2026$37.9M
Q3 2026$42K
Q3 2026$279K
Q3 2026$906K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$906K18.0K——
Q3 2026$279K5.0K——
Q3 2026$42K126——
Q3 2026$37.9M114.4K——
Q2 2026$1.5M29.1K——
Q2 2026$38.9M118.7K——
Q2 2026$33K101——
Q1 2026$1.1M22.0K——
Q1 2026$230K4.1K——
Q1 2026$30K102——
Q1 2026$35.2M119.6K——
Q4 2025$1.1M22.2K——
Q4 2025$230K4.0K——
Q4 2025$40.6M126.0K——
Q4 2025$33K103——
Q3 2025$1.4M28.1K——
Q3 2025$244K4.3K——
Q3 2025$41.1M130.2K——
Q3 2025$32K103——

Other funds holding JPM-PM

Other BLB&B Advisors, LLC positions

VGES

VANGUARD TAX-MANAGED FDS

$257.5M
VGES

VANGUARD TAX-MANAGED FDS

$254.8M
ETHA

ISHARES TR

$241.1M
ETHA

ISHARES TR

$226.9M
VGES

VANGUARD TAX-MANAGED FDS

$225.2M
VGES

VANGUARD TAX-MANAGED FDS

$217.4M
ETHA

ISHARES TR

$204.4M
VGES

VANGUARD TAX-MANAGED FDS

$201.5M