Back to JPM-PM
Innovative Advisory Group, LLC → JPM-PM
Innovative Advisory Group, LLC JPM-PM Position History
JPM-PM
Quarters held
21
Latest value
$960K
Q3 2026
Peak value
$1.2M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $18K |
| Q4 2024 | $267K |
| Q4 2024 | $367K |
| Q1 2025 | $18K |
| Q1 2025 | $570K |
| Q1 2025 | $679K |
| Q2 2025 | $61K |
| Q2 2025 | $620K |
| Q2 2025 | $926K |
| Q3 2025 | $66K |
| Q3 2025 | $701K |
| Q3 2025 | $1.1M |
| Q4 2025 | $68K |
| Q4 2025 | $698K |
| Q4 2025 | $1.2M |
| Q1 2026 | $524K |
| Q1 2026 | $989K |
| Q2 2026 | $441K |
| Q2 2026 | $867K |
| Q3 2026 | $501K |
| Q3 2026 | $960K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $960K | 15.7K | — | — |
| Q3 2026 | $501K | 8.9K | — | — |
| Q2 2026 | $867K | 14.1K | — | — |
| Q2 2026 | $441K | 7.8K | — | — |
| Q1 2026 | $989K | 17.8K | — | — |
| Q1 2026 | $524K | 9.3K | — | — |
| Q4 2025 | $1.2M | 21.4K | — | — |
| Q4 2025 | $698K | 12.2K | — | — |
| Q4 2025 | $68K | 210 | — | — |
| Q3 2025 | $1.1M | 19.4K | — | — |
| Q3 2025 | $701K | 12.3K | — | — |
| Q3 2025 | $66K | 210 | — | — |
| Q2 2025 | $926K | 17.0K | — | — |
| Q2 2025 | $620K | 10.9K | — | — |
| Q2 2025 | $61K | 210 | — | — |
| Q1 2025 | $679K | 13.1K | — | — |
| Q1 2025 | $570K | 10.0K | — | — |
| Q1 2025 | $18K | 75 | — | — |
| Q4 2024 | $367K | 6.5K | — | — |
| Q4 2024 | $267K | 4.6K | — | — |
| Q4 2024 | $18K | 75 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B