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Layline Advisors, LLC → JPM-PM

Layline Advisors, LLC JPM-PM Position History

JPM-PM

Quarters held
9
Latest value
$654K
Q3 2026
Peak value
$3.6M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$245K
Q1 2026$2.7M
Q1 2026$877K
Q2 2026$276K
Q2 2026$3.3M
Q2 2026$398K
Q3 2026$284K
Q3 2026$3.6M
Q3 2026$654K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$654K14.6K——
Q3 2026$3.6M81.2K——
Q3 2026$284K860——
Q2 2026$398K8.5K——
Q2 2026$3.3M72.0K——
Q2 2026$276K842——
Q1 2026$877K18.6K——
Q1 2026$2.7M59.2K——
Q1 2026$245K834——

Other funds holding JPM-PM

Other Layline Advisors, LLC positions

ETHA

ISHARES TR

$25.2M
ETHA

ISHARES TR

$24.8M
ETHA

ISHARES TR

$18.5M
BLK

ISHARES TR

$7.2M
VGES

VANGUARD TAX-MANAGED FDS

$7.1M
SIDU

DFA INVT DIMENSIONS GROUP IN

$7M
VGES

VANGUARD TAX-MANAGED FDS

$6.9M
BLK

ISHARES TR

$6.6M