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INVESTMENT ADVISORY SERVICES INC /TX /ADV → JPM-PM

INVESTMENT ADVISORY SERVICES INC /TX /ADV JPM-PM Position History

JPM-PM

Quarters held
11
Latest value
$561K
Q3 2026
Peak value
$17.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.5M
Q4 2025$17.4M
Q4 2025$2.9M
Q1 2026$4.9M
Q1 2026$15M
Q1 2026$2.7M
Q2 2026$5.5M
Q2 2026$12.6M
Q2 2026$2.9M
Q3 2026$5.6M
Q3 2026$561K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$561K10.0K——
Q3 2026$5.6M16.9K——
Q2 2026$2.9M47.2K——
Q2 2026$12.6M223.7K——
Q2 2026$5.5M16.7K——
Q1 2026$2.7M48.8K——
Q1 2026$15M264.3K——
Q1 2026$4.9M16.7K——
Q4 2025$2.9M49.2K——
Q4 2025$17.4M303.6K——
Q4 2025$5.5M16.9K——

Other funds holding JPM-PM

Other INVESTMENT ADVISORY SERVICES INC /TX /ADV positions

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QQQ

INVESCO QQQ TR

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$34.7M
QQQ

INVESCO QQQ TR

$32.7M
QQQ

INVESCO QQQ TR

$30.1M