Back to JPM-PM
HOEY INVESTMENTS, INC → JPM-PM
HOEY INVESTMENTS, INC JPM-PM Position History
JPM-PM
Quarters held
11
Latest value
$9.8M
Q3 2026
Peak value
$10.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4K |
| Q3 2025 | $9.8M |
| Q4 2025 | $3K |
| Q4 2025 | $10.2M |
| Q4 2025 | $7K |
| Q1 2026 | $4K |
| Q1 2026 | $8.7M |
| Q2 2026 | $4K |
| Q2 2026 | $9.6M |
| Q3 2026 | $15K |
| Q3 2026 | $9.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.8M | 29.6K | — | — |
| Q3 2026 | $15K | 1.0K | — | — |
| Q2 2026 | $9.6M | 29.4K | — | — |
| Q2 2026 | $4K | 1.0K | — | — |
| Q1 2026 | $8.7M | 29.7K | — | — |
| Q1 2026 | $4K | 1.0K | — | — |
| Q4 2025 | $7K | 120 | — | — |
| Q4 2025 | $10.2M | 31.6K | — | — |
| Q4 2025 | $3K | 1.0K | — | — |
| Q3 2025 | $9.8M | 31.0K | — | — |
| Q3 2025 | $4K | 2.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B