Back to JPM-PM
HERITAGE INVESTORS MANAGEMENT CORP → JPM-PM
HERITAGE INVESTORS MANAGEMENT CORP JPM-PM Position History
JPM-PM
Quarters held
5
Latest value
$57.8M
Q3 2026
Peak value
$61.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $61.5M |
| Q4 2025 | $61.5M |
| Q1 2026 | $56M |
| Q2 2026 | $60.9M |
| Q3 2026 | $57.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $57.8M | 174.7K | — | — |
| Q2 2026 | $60.9M | 186.0K | — | — |
| Q1 2026 | $56M | 190.5K | — | — |
| Q4 2025 | $61.5M | 190.9K | — | — |
| Q3 2025 | $61.5M | 195.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B