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Horizon Advisory Services, Inc. → JPM-PM
Horizon Advisory Services, Inc. JPM-PM Position History
JPM-PM
Quarters held
7
Latest value
$36.9M
Q3 2026
Peak value
$36.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $19.7M |
| Q4 2025 | $27.8M |
| Q1 2026 | $20.1M |
| Q1 2026 | $28.1M |
| Q2 2026 | $20.5M |
| Q2 2026 | $36.3M |
| Q3 2026 | $36.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $36.9M | 655.8K | — | — |
| Q2 2026 | $36.3M | 643.1K | — | — |
| Q2 2026 | $20.5M | 897.3K | — | — |
| Q1 2026 | $28.1M | 495.1K | — | — |
| Q1 2026 | $20.1M | 878.3K | — | — |
| Q4 2025 | $27.8M | 486.2K | — | — |
| Q4 2025 | $19.7M | 860.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B