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Curtis Advisory Group, LLC → JPM-PM
Curtis Advisory Group, LLC JPM-PM Position History
JPM-PM
Quarters held
13
Latest value
$6.2M
Q3 2026
Peak value
$14.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q3 2025 | $13.5M |
| Q4 2025 | $2.3M |
| Q4 2025 | $14.2M |
| Q1 2026 | $2.5M |
| Q1 2026 | $14M |
| Q1 2026 | $390K |
| Q2 2026 | $2.8M |
| Q2 2026 | $10.8M |
| Q2 2026 | $4.2M |
| Q3 2026 | $2.8M |
| Q3 2026 | $9.3M |
| Q3 2026 | $6.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.2M | 101.8K | — | — |
| Q3 2026 | $9.3M | 165.7K | — | — |
| Q3 2026 | $2.8M | 8.5K | — | — |
| Q2 2026 | $4.2M | 68.0K | — | — |
| Q2 2026 | $10.8M | 191.3K | — | — |
| Q2 2026 | $2.8M | 8.5K | — | — |
| Q1 2026 | $390K | 7.0K | — | — |
| Q1 2026 | $14M | 247.1K | — | — |
| Q1 2026 | $2.5M | 8.5K | — | — |
| Q4 2025 | $14.2M | 248.0K | — | — |
| Q4 2025 | $2.3M | 7.1K | — | — |
| Q3 2025 | $13.5M | 237.3K | — | — |
| Q3 2025 | $1.2M | 3.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B