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Emerald Advisors, LLC → JPM-PM

Emerald Advisors, LLC JPM-PM Position History

JPM-PM

Quarters held
21
Latest value
$3.5M
Q3 2026
Peak value
$10.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.3M
Q3 2025$230K
Q3 2025$305K
Q4 2025$1.3M
Q4 2025$318K
Q4 2025$303K
Q4 2025$1.2M
Q1 2026$1.2M
Q1 2026$634K
Q1 2026$304K
Q1 2026$2.6M
Q2 2026$1.5M
Q2 2026$3.6M
Q2 2026$1.8M
Q2 2026$559K
Q2 2026$3.4M
Q3 2026$1.8M
Q3 2026$10.2M
Q3 2026$1.4M
Q3 2026$546K
Q3 2026$3.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.5M37.2K——
Q3 2026$546K10.8K——
Q3 2026$1.4M31.7K——
Q3 2026$10.2M226.7K——
Q3 2026$1.8M5.3K——
Q2 2026$3.4M37.2K——
Q2 2026$559K11.0K——
Q2 2026$1.8M38.8K——
Q2 2026$3.6M77.2K——
Q2 2026$1.5M4.7K——
Q1 2026$2.6M30.7K——
Q1 2026$304K6.0K——
Q1 2026$634K13.8K——
Q1 2026$1.2M4.1K——
Q4 2025$1.2M15.0K——
Q4 2025$303K6.0K——
Q4 2025$318K6.9K——
Q4 2025$1.3M4.0K——
Q3 2025$305K6.0K——
Q3 2025$230K4.9K——
Q3 2025$1.3M4.0K——

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