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Carnegie Lake Advisors LLC → JPM-PM

Carnegie Lake Advisors LLC JPM-PM Position History

JPM-PM

Quarters held
12
Latest value
$538K
Q3 2026
Peak value
$7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.7M
Q4 2025$860K
Q4 2025$462K
Q1 2026$6.2M
Q1 2026$838K
Q1 2026$446K
Q2 2026$6.9M
Q2 2026$835K
Q2 2026$540K
Q3 2026$7M
Q3 2026$831K
Q3 2026$538K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$538K976——
Q3 2026$831K1.1K——
Q3 2026$7M7.9K——
Q2 2026$540K8.8K——
Q2 2026$835K14.8K——
Q2 2026$6.9M21.1K——
Q1 2026$446K8.0K——
Q1 2026$838K14.8K——
Q1 2026$6.2M21.2K——
Q4 2025$462K7.9K——
Q4 2025$860K15.0K——
Q4 2025$6.7M20.7K——

Other funds holding JPM-PM

Other Carnegie Lake Advisors LLC positions

MSFT

MICROSOFT CORP

$15.9M
AAPL

APPLE INC

$15.5M
AAPL

APPLE INC

$13.8M
MSFT

MICROSOFT CORP

$13.8M
AAPL

APPLE INC

$13.4M
AAPL

APPLE INC

$12.2M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$12.2M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$12M
Carnegie Lake Advisors LLC JPM-PM Holdings: 13F Position History | Track13F