Back to JPM-PM
Capital Asset Advisory Services LLC → JPM-PM
Capital Asset Advisory Services LLC JPM-PM Position History
JPM-PM
Quarters held
19
Latest value
$539K
Q3 2026
Peak value
$71.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.9M |
| Q4 2025 | $14.4M |
| Q4 2025 | $48.6M |
| Q1 2026 | $9.6M |
| Q1 2026 | $17.8M |
| Q1 2026 | $57.9M |
| Q1 2026 | $557K |
| Q2 2026 | $10.4M |
| Q2 2026 | $350K |
| Q2 2026 | $16.2M |
| Q2 2026 | $215K |
| Q2 2026 | $60M |
| Q2 2026 | $613K |
| Q3 2026 | $9.2M |
| Q3 2026 | $293K |
| Q3 2026 | $16.9M |
| Q3 2026 | $284K |
| Q3 2026 | $71.8M |
| Q3 2026 | $539K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $539K | 9.2K | — | — |
| Q3 2026 | $71.8M | 1.42M | — | — |
| Q3 2026 | $284K | 3.7K | — | — |
| Q3 2026 | $16.9M | 333.1K | — | — |
| Q3 2026 | $293K | 5.1K | — | — |
| Q3 2026 | $9.2M | 27.5K | — | — |
| Q2 2026 | $613K | 10.0K | — | — |
| Q2 2026 | $60M | 1.19M | — | — |
| Q2 2026 | $215K | 3.0K | — | — |
| Q2 2026 | $16.2M | 317.8K | — | — |
| Q2 2026 | $350K | 6.2K | — | — |
| Q2 2026 | $10.4M | 31.8K | — | — |
| Q1 2026 | $557K | 9.5K | — | — |
| Q1 2026 | $57.9M | 1.14M | — | — |
| Q1 2026 | $17.8M | 348.9K | — | — |
| Q1 2026 | $9.6M | 30.3K | — | — |
| Q4 2025 | $48.6M | 959.5K | — | — |
| Q4 2025 | $14.4M | 281.9K | — | — |
| Q4 2025 | $10.9M | 32.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B