Back to JPM-PM
Cohen Investment Advisors LLC → JPM-PM
Cohen Investment Advisors LLC JPM-PM Position History
JPM-PM
Quarters held
7
Latest value
$7.3M
Q3 2026
Peak value
$7.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.4M |
| Q1 2026 | $6.6M |
| Q1 2026 | $131K |
| Q2 2026 | $74K |
| Q2 2026 | $7.3M |
| Q3 2026 | $75K |
| Q3 2026 | $7.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.3M | 22.2K | — | — |
| Q3 2026 | $75K | 226 | — | — |
| Q2 2026 | $7.3M | 22.2K | — | — |
| Q2 2026 | $74K | 226 | — | — |
| Q1 2026 | $131K | 446 | — | — |
| Q1 2026 | $6.6M | 22.4K | — | — |
| Q4 2025 | $7.4M | 22.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B