Back to JPM-PM
Certified Advisory Corp → JPM-PM
Certified Advisory Corp JPM-PM Position History
JPM-PM
Quarters held
29
Latest value
$17.7M
Q3 2026
Peak value
$24M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.5M |
| Q3 2025 | $437K |
| Q3 2025 | $19.3M |
| Q3 2025 | $268K |
| Q3 2025 | $3.4M |
| Q3 2025 | $14.8M |
| Q4 2025 | $5.8M |
| Q4 2025 | $430K |
| Q4 2025 | $20.1M |
| Q4 2025 | $268K |
| Q4 2025 | $3.7M |
| Q4 2025 | $15.6M |
| Q1 2026 | $5.6M |
| Q1 2026 | $444K |
| Q1 2026 | $21.8M |
| Q1 2026 | $266K |
| Q1 2026 | $4.2M |
| Q1 2026 | $16.8M |
| Q2 2026 | $6.2M |
| Q2 2026 | $485K |
| Q2 2026 | $23.9M |
| Q2 2026 | $269K |
| Q2 2026 | $5.5M |
| Q2 2026 | $17.6M |
| Q3 2026 | $6.4M |
| Q3 2026 | $459K |
| Q3 2026 | $24M |
| Q3 2026 | $6.3M |
| Q3 2026 | $17.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.7M | 378.6K | — | — |
| Q3 2026 | $6.3M | 124.3K | — | — |
| Q3 2026 | $24M | 533.8K | — | — |
| Q3 2026 | $459K | 9.3K | — | — |
| Q3 2026 | $6.4M | 19.4K | — | — |
| Q2 2026 | $17.6M | 364.8K | — | — |
| Q2 2026 | $5.5M | 108.2K | — | — |
| Q2 2026 | $269K | 5.3K | — | — |
| Q2 2026 | $23.9M | 518.0K | — | — |
| Q2 2026 | $485K | 9.3K | — | — |
| Q2 2026 | $6.2M | 19.1K | — | — |
| Q1 2026 | $16.8M | 351.6K | — | — |
| Q1 2026 | $4.2M | 82.4K | — | — |
| Q1 2026 | $266K | 5.3K | — | — |
| Q1 2026 | $21.8M | 472.5K | — | — |
| Q1 2026 | $444K | 9.2K | — | — |
| Q1 2026 | $5.6M | 19.0K | — | — |
| Q4 2025 | $15.6M | 320.6K | — | — |
| Q4 2025 | $3.7M | 73.7K | — | — |
| Q4 2025 | $268K | 5.3K | — | — |
| Q4 2025 | $20.1M | 434.6K | — | — |
| Q4 2025 | $430K | 9.2K | — | — |
| Q4 2025 | $5.8M | 18.1K | — | — |
| Q3 2025 | $14.8M | 301.1K | — | — |
| Q3 2025 | $3.4M | 66.6K | — | — |
| Q3 2025 | $268K | 5.3K | — | — |
| Q3 2025 | $19.3M | 416.5K | — | — |
| Q3 2025 | $437K | 9.1K | — | — |
| Q3 2025 | $5.5M | 17.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B