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FORBES J M & CO LLP JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$805K
Q3 2026
Peak value
$33.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $30.8M |
| Q3 2025 | $497K |
| Q4 2025 | $31.8M |
| Q4 2025 | $809K |
| Q1 2026 | $29.3M |
| Q1 2026 | $809K |
| Q2 2026 | $32.7M |
| Q2 2026 | $808K |
| Q3 2026 | $33.2M |
| Q3 2026 | $805K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $805K | 16.0K | — | — |
| Q3 2026 | $33.2M | 100.3K | — | — |
| Q2 2026 | $808K | 16.0K | — | — |
| Q2 2026 | $32.7M | 99.8K | — | — |
| Q1 2026 | $809K | 16.0K | — | — |
| Q1 2026 | $29.3M | 99.6K | — | — |
| Q4 2025 | $809K | 16.0K | — | — |
| Q4 2025 | $31.8M | 98.6K | — | — |
| Q3 2025 | $497K | 9.8K | — | — |
| Q3 2025 | $30.8M | 97.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B