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Catherine Avery Investment Management LLC → JPM-PM
Catherine Avery Investment Management LLC JPM-PM Position History
JPM-PM
Quarters held
13
Latest value
$3.4M
Q3 2026
Peak value
$7.3M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $3.5M |
| Q4 2024 | $3.5M |
| Q4 2024 | $3.5M |
| Q1 2025 | $3.8M |
| Q2 2025 | $4.3M |
| Q2 2025 | $22K |
| Q3 2025 | $5.2M |
| Q3 2025 | $23K |
| Q4 2025 | $5.3M |
| Q4 2025 | $24K |
| Q1 2026 | $6.6M |
| Q2 2026 | $7.3M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 10.2K | — | — |
| Q2 2026 | $7.3M | 22.2K | — | — |
| Q1 2026 | $6.6M | 22.3K | — | — |
| Q4 2025 | $24K | 405 | — | — |
| Q4 2025 | $5.3M | 16.4K | — | — |
| Q3 2025 | $23K | 405 | — | — |
| Q3 2025 | $5.2M | 16.6K | — | — |
| Q2 2025 | $22K | 405 | — | — |
| Q2 2025 | $4.3M | 14.8K | — | — |
| Q1 2025 | $3.8M | 15.5K | — | — |
| Q4 2024 | $3.5M | 14.6K | — | — |
| Q4 2024 | $3.5M | 14.6K | — | — |
| Q4 2024 | $3.5M | 14.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B