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Hixon Zuercher, LLC JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$2.8M
Q3 2026
Peak value
$9.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.5M |
| Q3 2025 | $659K |
| Q3 2025 | $3.9M |
| Q4 2025 | $9.8M |
| Q4 2025 | $605K |
| Q4 2025 | $3.9M |
| Q1 2026 | $8.9M |
| Q1 2026 | $639K |
| Q1 2026 | $3.9M |
| Q2 2026 | $9.7M |
| Q2 2026 | $398K |
| Q2 2026 | $4M |
| Q3 2026 | $9.8M |
| Q3 2026 | $304K |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 55.4K | — | — |
| Q3 2026 | $304K | 5.4K | — | — |
| Q3 2026 | $9.8M | 29.5K | — | — |
| Q2 2026 | $4M | 78.7K | — | — |
| Q2 2026 | $398K | 7.1K | — | — |
| Q2 2026 | $9.7M | 29.8K | — | — |
| Q1 2026 | $3.9M | 77.4K | — | — |
| Q1 2026 | $639K | 11.3K | — | — |
| Q1 2026 | $8.9M | 30.2K | — | — |
| Q4 2025 | $3.9M | 77.1K | — | — |
| Q4 2025 | $605K | 10.6K | — | — |
| Q4 2025 | $9.8M | 30.4K | — | — |
| Q3 2025 | $3.9M | 77.4K | — | — |
| Q3 2025 | $659K | 11.5K | — | — |
| Q3 2025 | $9.5M | 30.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B