Back to JPM-PM
Herold Advisors, Inc. → JPM-PM
Herold Advisors, Inc. JPM-PM Position History
JPM-PM
Quarters held
35
Latest value
$3.1M
Q3 2026
Peak value
$9.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.2M |
| Q3 2025 | $1.8M |
| Q3 2025 | $3.1M |
| Q3 2025 | $296K |
| Q3 2025 | $1.4M |
| Q3 2025 | $4.5M |
| Q3 2025 | $2M |
| Q4 2025 | $9.3M |
| Q4 2025 | $1.6M |
| Q4 2025 | $3.3M |
| Q4 2025 | $283K |
| Q4 2025 | $1.2M |
| Q4 2025 | $4.2M |
| Q4 2025 | $2.4M |
| Q1 2026 | $8.5M |
| Q1 2026 | $1.6M |
| Q1 2026 | $3.4M |
| Q1 2026 | $245K |
| Q1 2026 | $1.1M |
| Q1 2026 | $3.8M |
| Q1 2026 | $2.4M |
| Q2 2026 | $9.6M |
| Q2 2026 | $1.2M |
| Q2 2026 | $3.5M |
| Q2 2026 | $247K |
| Q2 2026 | $832K |
| Q2 2026 | $3.4M |
| Q2 2026 | $2.9M |
| Q3 2026 | $9.5M |
| Q3 2026 | $988K |
| Q3 2026 | $3.6M |
| Q3 2026 | $268K |
| Q3 2026 | $807K |
| Q3 2026 | $3.4M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 49.9K | — | — |
| Q3 2026 | $3.4M | 67.8K | — | — |
| Q3 2026 | $807K | 10.9K | — | — |
| Q3 2026 | $268K | 5.3K | — | — |
| Q3 2026 | $3.6M | 64.4K | — | — |
| Q3 2026 | $988K | 22.0K | — | — |
| Q3 2026 | $9.5M | 28.8K | — | — |
| Q2 2026 | $2.9M | 47.7K | — | — |
| Q2 2026 | $3.4M | 67.9K | — | — |
| Q2 2026 | $832K | 11.5K | — | — |
| Q2 2026 | $247K | 4.8K | — | — |
| Q2 2026 | $3.5M | 62.7K | — | — |
| Q2 2026 | $1.2M | 25.1K | — | — |
| Q2 2026 | $9.6M | 29.2K | — | — |
| Q1 2026 | $2.4M | 43.5K | — | — |
| Q1 2026 | $3.8M | 74.5K | — | — |
| Q1 2026 | $1.1M | 17.4K | — | — |
| Q1 2026 | $245K | 4.8K | — | — |
| Q1 2026 | $3.4M | 59.9K | — | — |
| Q1 2026 | $1.6M | 33.7K | — | — |
| Q1 2026 | $8.5M | 28.9K | — | — |
| Q4 2025 | $2.4M | 41.9K | — | — |
| Q4 2025 | $4.2M | 83.1K | — | — |
| Q4 2025 | $1.2M | 18.6K | — | — |
| Q4 2025 | $283K | 5.5K | — | — |
| Q4 2025 | $3.3M | 58.4K | — | — |
| Q4 2025 | $1.6M | 34.6K | — | — |
| Q4 2025 | $9.3M | 28.8K | — | — |
| Q3 2025 | $2M | 34.4K | — | — |
| Q3 2025 | $4.5M | 89.6K | — | — |
| Q3 2025 | $1.4M | 22.3K | — | — |
| Q3 2025 | $296K | 5.8K | — | — |
| Q3 2025 | $3.1M | 54.1K | — | — |
| Q3 2025 | $1.8M | 39.0K | — | — |
| Q3 2025 | $9.2M | 29.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B