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Capital Investment Advisory Services, LLC → JPM-PM
Capital Investment Advisory Services, LLC JPM-PM Position History
JPM-PM
Quarters held
69
Latest value
$94K
Q3 2026
Peak value
$22.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.5M |
| Q3 2025 | $16K |
| Q3 2025 | $171K |
| Q3 2025 | $50K |
| Q3 2025 | $20K |
| Q3 2025 | $61K |
| Q3 2025 | $9.7M |
| Q3 2025 | $7K |
| Q3 2025 | $22.2M |
| Q3 2025 | $61K |
| Q3 2025 | $64K |
| Q3 2025 | $4.2M |
| Q3 2025 | $61K |
| Q4 2025 | $8.7M |
| Q4 2025 | $16K |
| Q4 2025 | $173K |
| Q4 2025 | $18K |
| Q4 2025 | $63K |
| Q4 2025 | $12.9M |
| Q4 2025 | $117K |
| Q4 2025 | $21.3M |
| Q4 2025 | $60K |
| Q4 2025 | $65K |
| Q4 2025 | $4.3M |
| Q4 2025 | $64K |
| Q4 2025 | $78K |
| Q1 2026 | $8.1M |
| Q1 2026 | $16K |
| Q1 2026 | $181K |
| Q1 2026 | $18K |
| Q1 2026 | $62K |
| Q1 2026 | $16.7M |
| Q1 2026 | $119K |
| Q1 2026 | $21.1M |
| Q1 2026 | $59K |
| Q1 2026 | $40K |
| Q1 2026 | $4.2M |
| Q1 2026 | $7K |
| Q1 2026 | $64K |
| Q1 2026 | $91K |
| Q2 2026 | $9.7M |
| Q2 2026 | $185K |
| Q2 2026 | $19K |
| Q2 2026 | $67K |
| Q2 2026 | $20.2M |
| Q2 2026 | $128K |
| Q2 2026 | $214K |
| Q2 2026 | $20.9M |
| Q2 2026 | $60K |
| Q2 2026 | $41K |
| Q2 2026 | $4.9M |
| Q2 2026 | $69K |
| Q2 2026 | $93K |
| Q3 2026 | $9.9M |
| Q3 2026 | $174K |
| Q3 2026 | $90K |
| Q3 2026 | $11K |
| Q3 2026 | $65K |
| Q3 2026 | $21.4M |
| Q3 2026 | $210K |
| Q3 2026 | $205K |
| Q3 2026 | $5K |
| Q3 2026 | $21.3M |
| Q3 2026 | $58K |
| Q3 2026 | $34K |
| Q3 2026 | $4.9M |
| Q3 2026 | $41K |
| Q3 2026 | $69K |
| Q3 2026 | $94K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $94K | 972 | — | — |
| Q3 2026 | $69K | 661 | — | — |
| Q3 2026 | $41K | 428 | — | — |
| Q3 2026 | $4.9M | 80.6K | — | — |
| Q3 2026 | $34K | 760 | — | — |
| Q3 2026 | $58K | 1.2K | — | — |
| Q3 2026 | $21.3M | 422.6K | — | — |
| Q3 2026 | $5K | 70 | — | — |
| Q3 2026 | $205K | 4.6K | — | — |
| Q3 2026 | $210K | 4.4K | — | — |
| Q3 2026 | $21.4M | 379.8K | — | — |
| Q3 2026 | $65K | 768 | — | — |
| Q3 2026 | $11K | 110 | — | — |
| Q3 2026 | $90K | 1.1K | — | — |
| Q3 2026 | $174K | 2.1K | — | — |
| Q3 2026 | $9.9M | 29.7K | — | — |
| Q2 2026 | $93K | 1.0K | — | — |
| Q2 2026 | $69K | 623 | — | — |
| Q2 2026 | $4.9M | 80.3K | — | — |
| Q2 2026 | $41K | 886 | — | — |
| Q2 2026 | $60K | 1.2K | — | — |
| Q2 2026 | $20.9M | 414.1K | — | — |
| Q2 2026 | $214K | 4.6K | — | — |
| Q2 2026 | $128K | 2.5K | — | — |
| Q2 2026 | $20.2M | 358.1K | — | — |
| Q2 2026 | $67K | 765 | — | — |
| Q2 2026 | $19K | 188 | — | — |
| Q2 2026 | $185K | 2.2K | — | — |
| Q2 2026 | $9.7M | 29.7K | — | — |
| Q1 2026 | $91K | 1.1K | — | — |
| Q1 2026 | $64K | 801 | — | — |
| Q1 2026 | $7K | 80 | — | — |
| Q1 2026 | $4.2M | 75.4K | — | — |
| Q1 2026 | $40K | 867 | — | — |
| Q1 2026 | $59K | 1.2K | — | — |
| Q1 2026 | $21.1M | 416.2K | — | — |
| Q1 2026 | $119K | 2.4K | — | — |
| Q1 2026 | $16.7M | 294.4K | — | — |
| Q1 2026 | $62K | 831 | — | — |
| Q1 2026 | $18K | 188 | — | — |
| Q1 2026 | $181K | 2.4K | — | — |
| Q1 2026 | $16K | 339 | — | — |
| Q1 2026 | $8.1M | 27.4K | — | — |
| Q4 2025 | $78K | 976 | — | — |
| Q4 2025 | $64K | 713 | — | — |
| Q4 2025 | $4.3M | 73.4K | — | — |
| Q4 2025 | $65K | 1.4K | — | — |
| Q4 2025 | $60K | 1.2K | — | — |
| Q4 2025 | $21.3M | 421.6K | — | — |
| Q4 2025 | $117K | 2.3K | — | — |
| Q4 2025 | $12.9M | 225.7K | — | — |
| Q4 2025 | $63K | 854 | — | — |
| Q4 2025 | $18K | 189 | — | — |
| Q4 2025 | $173K | 2.3K | — | — |
| Q4 2025 | $16K | 339 | — | — |
| Q4 2025 | $8.7M | 27.1K | — | — |
| Q3 2025 | $61K | 813 | — | — |
| Q3 2025 | $4.2M | 73.2K | — | — |
| Q3 2025 | $64K | 1.4K | — | — |
| Q3 2025 | $61K | 1.2K | — | — |
| Q3 2025 | $22.2M | 438.1K | — | — |
| Q3 2025 | $7K | 53 | — | — |
| Q3 2025 | $9.7M | 170.1K | — | — |
| Q3 2025 | $61K | 816 | — | — |
| Q3 2025 | $20K | 224 | — | — |
| Q3 2025 | $50K | 753 | — | — |
| Q3 2025 | $171K | 2.3K | — | — |
| Q3 2025 | $16K | 339 | — | — |
| Q3 2025 | $8.5M | 26.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B