Back to JPM-PM
Clear Point Advisors Inc. → JPM-PM
Clear Point Advisors Inc. JPM-PM Position History
JPM-PM
Quarters held
25
Latest value
$433K
Q3 2026
Peak value
$8.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $428K |
| Q4 2025 | $314K |
| Q4 2025 | $501K |
| Q4 2025 | $591K |
| Q4 2025 | $1.1M |
| Q4 2025 | $1.6M |
| Q4 2025 | $1.1M |
| Q4 2025 | $308K |
| Q1 2026 | $8.2M |
| Q2 2026 | $416K |
| Q2 2026 | $315K |
| Q2 2026 | $632K |
| Q2 2026 | $541K |
| Q2 2026 | $1.1M |
| Q2 2026 | $1.5M |
| Q2 2026 | $1.2M |
| Q2 2026 | $375K |
| Q3 2026 | $422K |
| Q3 2026 | $319K |
| Q3 2026 | $605K |
| Q3 2026 | $508K |
| Q3 2026 | $1M |
| Q3 2026 | $2.2M |
| Q3 2026 | $906K |
| Q3 2026 | $433K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $433K | 4.6K | — | — |
| Q3 2026 | $906K | 19.4K | — | — |
| Q3 2026 | $2.2M | 42.7K | — | — |
| Q3 2026 | $1M | 20.4K | — | — |
| Q3 2026 | $508K | 10.7K | — | — |
| Q3 2026 | $605K | 4.5K | — | — |
| Q3 2026 | $319K | 5.7K | — | — |
| Q3 2026 | $422K | 1.3K | — | — |
| Q2 2026 | $375K | 4.1K | — | — |
| Q2 2026 | $1.2M | 24.3K | — | — |
| Q2 2026 | $1.5M | 29.4K | — | — |
| Q2 2026 | $1.1M | 21.0K | — | — |
| Q2 2026 | $541K | 10.7K | — | — |
| Q2 2026 | $632K | 4.5K | — | — |
| Q2 2026 | $315K | 5.6K | — | — |
| Q2 2026 | $416K | 1.3K | — | — |
| Q1 2026 | $8.2M | 146.4K | — | — |
| Q4 2025 | $308K | 3.8K | — | — |
| Q4 2025 | $1.1M | 22.4K | — | — |
| Q4 2025 | $1.6M | 32.6K | — | — |
| Q4 2025 | $1.1M | 21.6K | — | — |
| Q4 2025 | $591K | 11.7K | — | — |
| Q4 2025 | $501K | 4.0K | — | — |
| Q4 2025 | $314K | 5.5K | — | — |
| Q4 2025 | $428K | 1.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B