Back to JPM-PM
Independence Asset Advisors, LLC → JPM-PM
Independence Asset Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
24
Latest value
$463K
Q3 2026
Peak value
$9.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $562K |
| Q3 2025 | $706K |
| Q3 2025 | $391K |
| Q4 2025 | $677K |
| Q4 2025 | $465K |
| Q4 2025 | $968K |
| Q4 2025 | $409K |
| Q1 2026 | $698K |
| Q1 2026 | $2.1M |
| Q1 2026 | $284K |
| Q1 2026 | $1.2M |
| Q1 2026 | $396K |
| Q2 2026 | $762K |
| Q2 2026 | $2.3M |
| Q2 2026 | $9.5M |
| Q2 2026 | $1.3M |
| Q2 2026 | $236K |
| Q2 2026 | $450K |
| Q3 2026 | $693K |
| Q3 2026 | $2.6M |
| Q3 2026 | $9.3M |
| Q3 2026 | $906K |
| Q3 2026 | $222K |
| Q3 2026 | $463K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $463K | 7.6K | — | — |
| Q3 2026 | $222K | 4.7K | — | — |
| Q3 2026 | $906K | 16.1K | — | — |
| Q3 2026 | $9.3M | 206.2K | — | — |
| Q3 2026 | $2.6M | 31.8K | — | — |
| Q3 2026 | $693K | 14.0K | — | — |
| Q2 2026 | $450K | 7.3K | — | — |
| Q2 2026 | $236K | 4.7K | — | — |
| Q2 2026 | $1.3M | 23.9K | — | — |
| Q2 2026 | $9.5M | 205.7K | — | — |
| Q2 2026 | $2.3M | 28.2K | — | — |
| Q2 2026 | $762K | 14.6K | — | — |
| Q1 2026 | $396K | 7.1K | — | — |
| Q1 2026 | $1.2M | 21.5K | — | — |
| Q1 2026 | $284K | 6.2K | — | — |
| Q1 2026 | $2.1M | 27.7K | — | — |
| Q1 2026 | $698K | 14.5K | — | — |
| Q4 2025 | $409K | 7.0K | — | — |
| Q4 2025 | $968K | 16.8K | — | — |
| Q4 2025 | $465K | 6.2K | — | — |
| Q4 2025 | $677K | 14.5K | — | — |
| Q3 2025 | $391K | 6.8K | — | — |
| Q3 2025 | $706K | 12.4K | — | — |
| Q3 2025 | $562K | 11.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B