Back to JPM-PM
Gradient Capital Advisors, LLC → JPM-PM
Gradient Capital Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$5.6M
Q3 2026
Peak value
$7.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.6M |
| Q3 2025 | $550K |
| Q3 2025 | $6.4M |
| Q4 2025 | $7.5M |
| Q4 2025 | $524K |
| Q4 2025 | $5.6M |
| Q1 2026 | $6.7M |
| Q1 2026 | $516K |
| Q1 2026 | $5.3M |
| Q2 2026 | $7.4M |
| Q2 2026 | $554K |
| Q2 2026 | $5.5M |
| Q3 2026 | $7.4M |
| Q3 2026 | $549K |
| Q3 2026 | $5.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.6M | 111.1K | — | — |
| Q3 2026 | $549K | 10.9K | — | — |
| Q3 2026 | $7.4M | 22.4K | — | — |
| Q2 2026 | $5.5M | 108.7K | — | — |
| Q2 2026 | $554K | 10.9K | — | — |
| Q2 2026 | $7.4M | 22.7K | — | — |
| Q1 2026 | $5.3M | 104.3K | — | — |
| Q1 2026 | $516K | 10.1K | — | — |
| Q1 2026 | $6.7M | 22.7K | — | — |
| Q4 2025 | $5.6M | 111.3K | — | — |
| Q4 2025 | $524K | 10.3K | — | — |
| Q4 2025 | $7.5M | 23.1K | — | — |
| Q3 2025 | $6.4M | 126.3K | — | — |
| Q3 2025 | $550K | 10.8K | — | — |
| Q3 2025 | $7.6M | 24.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B