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Goelzer Investment Management, Inc. → JPM-PM
Goelzer Investment Management, Inc. JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$1.6M
Q3 2026
Peak value
$26.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $21.3M |
| Q4 2025 | $325K |
| Q4 2025 | $4.2M |
| Q1 2026 | $20.1M |
| Q1 2026 | $329K |
| Q1 2026 | $1.5M |
| Q2 2026 | $24.5M |
| Q2 2026 | $358K |
| Q2 2026 | $2.1M |
| Q3 2026 | $26.2M |
| Q3 2026 | $357K |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 31.6K | — | — |
| Q3 2026 | $357K | 4.3K | — | — |
| Q3 2026 | $26.2M | 79.3K | — | — |
| Q2 2026 | $2.1M | 42.0K | — | — |
| Q2 2026 | $358K | 4.3K | — | — |
| Q2 2026 | $24.5M | 74.8K | — | — |
| Q1 2026 | $1.5M | 29.9K | — | — |
| Q1 2026 | $329K | 4.3K | — | — |
| Q1 2026 | $20.1M | 68.2K | — | — |
| Q4 2025 | $4.2M | 81.8K | — | — |
| Q4 2025 | $325K | 4.3K | — | — |
| Q4 2025 | $21.3M | 66.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B