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Jones Kertz & Associates, Inc. → JPM-PM
Jones Kertz & Associates, Inc. JPM-PM Position History
JPM-PM
Quarters held
6
Latest value
$209K
Q3 2026
Peak value
$4.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.3M |
| Q1 2026 | $3.9M |
| Q2 2026 | $3.9M |
| Q2 2026 | $204K |
| Q3 2026 | $3.9M |
| Q3 2026 | $209K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $209K | 2.8K | — | — |
| Q3 2026 | $3.9M | 11.9K | — | — |
| Q2 2026 | $204K | 2.8K | — | — |
| Q2 2026 | $3.9M | 11.9K | — | — |
| Q1 2026 | $3.9M | 13.1K | — | — |
| Q4 2025 | $4.3M | 13.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B