Back to JPM-PM
BOURGEON CAPITAL MANAGEMENT LLC → JPM-PM
BOURGEON CAPITAL MANAGEMENT LLC JPM-PM Position History
JPM-PM
Quarters held
7
Latest value
$304K
Q3 2026
Peak value
$30.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $28.1M |
| Q4 2025 | $28.3M |
| Q1 2026 | $27.9M |
| Q2 2026 | $29M |
| Q2 2026 | $295K |
| Q3 2026 | $30.2M |
| Q3 2026 | $304K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $304K | 6.5K | — | — |
| Q3 2026 | $30.2M | 91.2K | — | — |
| Q2 2026 | $295K | 6.1K | — | — |
| Q2 2026 | $29M | 88.7K | — | — |
| Q1 2026 | $27.9M | 94.8K | — | — |
| Q4 2025 | $28.3M | 87.9K | — | — |
| Q3 2025 | $28.1M | 89.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B