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Citadel Investment Advisory, Inc. → JPM-PM

Citadel Investment Advisory, Inc. JPM-PM Position History

JPM-PM

Quarters held
5
Latest value
$2.8M
Q3 2026
Peak value
$2.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.7M
Q4 2025$2.8M
Q1 2026$2.5M
Q2 2026$2.8M
Q3 2026$2.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.8M8.6K——
Q2 2026$2.8M8.4K——
Q1 2026$2.5M8.4K——
Q4 2025$2.8M8.6K——
Q3 2025$2.7M8.6K——

Other funds holding JPM-PM

Other Citadel Investment Advisory, Inc. positions

BRK-A

Beckshire Hathaway

$53.3M
BRK-A

Beckshire Hathaway

$53.2M
BRK-A

Beckshire Hathaway

$52.4M
BRK-A

Beckshire Hathaway

$52M
BRK-A

Beckshire Hathaway

$50.3M
MKL

Markel Corp

$33.6M
MKL

Markel Corp

$29.8M
MKL

Markel Corp

$29.7M
Citadel Investment Advisory, Inc. JPM-PM Holdings: 13F Position History | Track13F