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Evensky & Katz LLC JPM-PM Position History
JPM-PM
Quarters held
5
Latest value
$27.9M
Q3 2026
Peak value
$27.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $25.7M |
| Q4 2025 | $26.6M |
| Q1 2026 | $27.5M |
| Q2 2026 | $27.7M |
| Q3 2026 | $27.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.9M | 553.7K | — | — |
| Q2 2026 | $27.7M | 547.6K | — | — |
| Q1 2026 | $27.5M | 543.8K | — | — |
| Q4 2025 | $26.6M | 525.7K | — | — |
| Q3 2025 | $25.7M | 506.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
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