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E&G Advisors, LLC → JPM-PM

E&G Advisors, LLC JPM-PM Position History

JPM-PM

Quarters held
5
Latest value
$9.6M
Q3 2026
Peak value
$9.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$9.8M
Q4 2025$9.7M
Q1 2026$8.6M
Q2 2026$9.6M
Q3 2026$9.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.6M29.0K——
Q2 2026$9.6M29.3K——
Q1 2026$8.6M29.4K——
Q4 2025$9.7M30.3K——
Q3 2025$9.8M31.2K——

Other funds holding JPM-PM

Other E&G Advisors, LLC positions

ETHA

ISHARES TR

$50.5M
ETHA

ISHARES TR

$50.3M
ETHA

ISHARES TR

$48.8M
ETHA

ISHARES TR

$48.6M
BX

VANGUARD SPECIALIZED FUNDS

$47.3M
BX

VANGUARD SPECIALIZED FUNDS

$46.3M
BX

VANGUARD SPECIALIZED FUNDS

$44.2M
ETHA

ISHARES TR

$43.6M