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ISLAY CAPITAL MANAGEMENT, LLC → JPM-PM

ISLAY CAPITAL MANAGEMENT, LLC JPM-PM Position History

JPM-PM

Quarters held
8
Latest value
$4.1M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$147K
Q4 2025$150K
Q4 2025$21K
Q1 2026$125K
Q1 2026$1.9M
Q2 2026$139K
Q2 2026$3.9M
Q3 2026$4.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.1M92.0K——
Q2 2026$3.9M82.2K——
Q2 2026$139K426——
Q1 2026$1.9M40.9K——
Q1 2026$125K425——
Q4 2025$21K440——
Q4 2025$150K465——
Q3 2025$147K465——

Other funds holding JPM-PM

Other ISLAY CAPITAL MANAGEMENT, LLC positions

STT-PG

SPDR SERIES TRUST

$21.8M
STT-PG

SPDR SERIES TRUST

$16.8M
STT-PG

SPDR SERIES TRUST

$15.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$15M
SCHW-PJ

SCHWAB STRATEGIC TR

$13.3M
FINS

ANGEL OAK FUNDS TRUST

$12.7M
FINS

ANGEL OAK FUNDS TRUST

$11.1M