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Clear Trail Advisors, LLC → JPM-PM

Clear Trail Advisors, LLC JPM-PM Position History

JPM-PM

Quarters held
14
Latest value
$559K
Q3 2026
Peak value
$18.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$17.6M
Q4 2025$479K
Q1 2026$16.4M
Q1 2026$13.7M
Q1 2026$14.3M
Q1 2026$358K
Q2 2026$17.9M
Q2 2026$15.2M
Q2 2026$18.7M
Q2 2026$625K
Q3 2026$17.2M
Q3 2026$14.8M
Q3 2026$17.5M
Q3 2026$559K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$559K11.1K——
Q3 2026$17.5M368.5K——
Q3 2026$14.8M330.5K——
Q3 2026$17.2M52.1K——
Q2 2026$625K12.4K——
Q2 2026$18.7M369.7K——
Q2 2026$15.2M329.0K——
Q2 2026$17.9M54.7K——
Q1 2026$358K7.1K——
Q1 2026$14.3M285.2K——
Q1 2026$13.7M297.8K——
Q1 2026$16.4M55.6K——
Q4 2025$479K9.5K——
Q4 2025$17.6M54.7K——

Other funds holding JPM-PM

Other Clear Trail Advisors, LLC positions

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XOM

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$28.7M