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Ellis Investment Partners, LLC → JPM-PM
Ellis Investment Partners, LLC JPM-PM Position History
JPM-PM
Quarters held
28
Latest value
$3.5M
Q3 2026
Peak value
$18.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.9M |
| Q3 2025 | $1.1M |
| Q3 2025 | $15.1M |
| Q4 2025 | $202K |
| Q4 2025 | $6M |
| Q4 2025 | $256K |
| Q4 2025 | $1.3M |
| Q4 2025 | $10.2M |
| Q1 2026 | $550K |
| Q1 2026 | $318K |
| Q1 2026 | $200K |
| Q1 2026 | $3.7M |
| Q1 2026 | $462K |
| Q1 2026 | $2.2M |
| Q1 2026 | $4.4M |
| Q2 2026 | $552K |
| Q2 2026 | $341K |
| Q2 2026 | $3.4M |
| Q2 2026 | $466K |
| Q2 2026 | $2.5M |
| Q2 2026 | $4.4M |
| Q3 2026 | $568K |
| Q3 2026 | $351K |
| Q3 2026 | $212K |
| Q3 2026 | $3.1M |
| Q3 2026 | $464K |
| Q3 2026 | $18.5M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 56.4K | — | — |
| Q3 2026 | $18.5M | 414.2K | — | — |
| Q3 2026 | $464K | 9.2K | — | — |
| Q3 2026 | $3.1M | 54.5K | — | — |
| Q3 2026 | $212K | 4.7K | — | — |
| Q3 2026 | $351K | 1.1K | — | — |
| Q3 2026 | $568K | 24.8K | — | — |
| Q2 2026 | $4.4M | 72.1K | — | — |
| Q2 2026 | $2.5M | 54.2K | — | — |
| Q2 2026 | $466K | 9.1K | — | — |
| Q2 2026 | $3.4M | 60.5K | — | — |
| Q2 2026 | $341K | 1.0K | — | — |
| Q2 2026 | $552K | 24.1K | — | — |
| Q1 2026 | $4.4M | 79.6K | — | — |
| Q1 2026 | $2.2M | 45.7K | — | — |
| Q1 2026 | $462K | 9.1K | — | — |
| Q1 2026 | $3.7M | 64.7K | — | — |
| Q1 2026 | $200K | 4.3K | — | — |
| Q1 2026 | $318K | 1.1K | — | — |
| Q1 2026 | $550K | 24.0K | — | — |
| Q4 2025 | $10.2M | 175.2K | — | — |
| Q4 2025 | $1.3M | 28.3K | — | — |
| Q4 2025 | $256K | 5.0K | — | — |
| Q4 2025 | $6M | 104.9K | — | — |
| Q4 2025 | $202K | 626 | — | — |
| Q3 2025 | $15.1M | 261.9K | — | — |
| Q3 2025 | $1.1M | 22.9K | — | — |
| Q3 2025 | $7.9M | 138.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B