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INVESTMENT PARTNERS, LTD. → JPM-PM

INVESTMENT PARTNERS, LTD. JPM-PM Position History

JPM-PM

Quarters held
5
Latest value
$10.2M
Q3 2026
Peak value
$10.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.7M
Q4 2025$5.6M
Q1 2026$5.1M
Q2 2026$5.7M
Q3 2026$10.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.2M30.9K——
Q2 2026$5.7M17.5K——
Q1 2026$5.1M17.3K——
Q4 2025$5.6M17.3K——
Q3 2025$5.7M17.9K——

Other funds holding JPM-PM

Other INVESTMENT PARTNERS, LTD. positions

VGES

VANGUARD TAX-MANAGED FDS

$40.3M
ETHA

ISHARES TR

$32.5M
ETHA

ISHARES TR

$25.9M
VGES

VANGUARD TAX-MANAGED FDS

$20.8M
NVDA

NVIDIA CORPORATION

$20.7M
VGES

VANGUARD INTL EQUITY INDEX F

$19.4M
AAPL

APPLE INC

$19.1M
VGES

VANGUARD TAX-MANAGED FDS

$17.8M