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DUMONT & BLAKE INVESTMENT ADVISORS LLC → JPM-PM

DUMONT & BLAKE INVESTMENT ADVISORS LLC JPM-PM Position History

JPM-PM

Quarters held
4
Latest value
$4.5M
Q3 2026
Peak value
$4.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.9M
Q1 2026$4.4M
Q2 2026$4.6M
Q3 2026$4.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.5M13.7K——
Q2 2026$4.6M14.0K——
Q1 2026$4.4M14.9K——
Q4 2025$4.9M15.2K——

Other funds holding JPM-PM

Other DUMONT & BLAKE INVESTMENT ADVISORS LLC positions

SPY

SPDR S&P 500 ETF Trust

$40.8M
SPY

SPDR S&P 500 ETF Trust

$40.3M
SPY

SPDR S&P 500 ETF Trust

$38.4M
SPY

SPDR S&P 500 ETF Trust

$35.4M
QQQ

Invesco QQQ Trust Series 1

$24.8M
QQQ

Invesco QQQ Trust Series 1

$24.6M
QQQ

Invesco QQQ Trust Series 1

$21.8M
AAPL

Apple Inc

$21.7M