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Goldstein Advisors, LLC → JPM-PM
Goldstein Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$69.8M
Q3 2026
Peak value
$69.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q3 2025 | $60.4M |
| Q4 2025 | $1.3M |
| Q4 2025 | $59.8M |
| Q1 2026 | $1.2M |
| Q1 2026 | $57.3M |
| Q2 2026 | $1.5M |
| Q2 2026 | $69M |
| Q3 2026 | $1.5M |
| Q3 2026 | $69.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $69.8M | 722.5K | — | — |
| Q3 2026 | $1.5M | 4.5K | — | — |
| Q2 2026 | $69M | 700.4K | — | — |
| Q2 2026 | $1.5M | 4.5K | — | — |
| Q1 2026 | $57.3M | 678.4K | — | — |
| Q1 2026 | $1.2M | 4.2K | — | — |
| Q4 2025 | $59.8M | 644.8K | — | — |
| Q4 2025 | $1.3M | 4.1K | — | — |
| Q3 2025 | $60.4M | 644.0K | — | — |
| Q3 2025 | $1.3M | 4.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B