Back to JPM-PM
Claro Advisors Inc. JPM-PM Position History
JPM-PM
Quarters held
25
Latest value
$917K
Q3 2026
Peak value
$13.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.4M |
| Q3 2025 | $5M |
| Q3 2025 | $809K |
| Q3 2025 | $203K |
| Q3 2025 | $227K |
| Q4 2025 | $12.4M |
| Q4 2025 | $4.7M |
| Q4 2025 | $793K |
| Q4 2025 | $230K |
| Q4 2025 | $345K |
| Q1 2026 | $11.9M |
| Q1 2026 | $4.8M |
| Q1 2026 | $605K |
| Q1 2026 | $296K |
| Q1 2026 | $543K |
| Q2 2026 | $13.2M |
| Q2 2026 | $5.3M |
| Q2 2026 | $578K |
| Q2 2026 | $338K |
| Q2 2026 | $846K |
| Q3 2026 | $13.6M |
| Q3 2026 | $5.6M |
| Q3 2026 | $319K |
| Q3 2026 | $370K |
| Q3 2026 | $917K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $917K | 9.6K | — | — |
| Q3 2026 | $370K | 6.0K | — | — |
| Q3 2026 | $319K | 6.3K | — | — |
| Q3 2026 | $5.6M | 98.8K | — | — |
| Q3 2026 | $13.6M | 41.2K | — | — |
| Q2 2026 | $846K | 9.2K | — | — |
| Q2 2026 | $338K | 5.5K | — | — |
| Q2 2026 | $578K | 11.3K | — | — |
| Q2 2026 | $5.3M | 93.3K | — | — |
| Q2 2026 | $13.2M | 40.4K | — | — |
| Q1 2026 | $543K | 6.3K | — | — |
| Q1 2026 | $296K | 5.3K | — | — |
| Q1 2026 | $605K | 11.9K | — | — |
| Q1 2026 | $4.8M | 85.5K | — | — |
| Q1 2026 | $11.9M | 40.5K | — | — |
| Q4 2025 | $345K | 4.3K | — | — |
| Q4 2025 | $230K | 4.0K | — | — |
| Q4 2025 | $793K | 15.6K | — | — |
| Q4 2025 | $4.7M | 82.6K | — | — |
| Q4 2025 | $12.4M | 38.6K | — | — |
| Q3 2025 | $227K | 4.0K | — | — |
| Q3 2025 | $203K | 4.0K | — | — |
| Q3 2025 | $809K | 15.9K | — | — |
| Q3 2025 | $5M | 87.3K | — | — |
| Q3 2025 | $12.4M | 39.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B