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Lorne Steinberg Wealth Management Inc. → JPM-PM

Lorne Steinberg Wealth Management Inc. JPM-PM Position History

JPM-PM

Quarters held
5
Latest value
$13M
Q3 2026
Peak value
$13M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$12.2M
Q4 2025$12.4M
Q1 2026$11.4M
Q2 2026$12.9M
Q3 2026$13M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13M39.2K——
Q2 2026$12.9M39.4K——
Q1 2026$11.4M38.8K——
Q4 2025$12.4M38.4K——
Q3 2025$12.2M38.6K——

Other funds holding JPM-PM

Other Lorne Steinberg Wealth Management Inc. positions

RYLBF

Royal Bank of Canada

$27.4M
RYLBF

Royal Bank of Canada

$26.2M
GOOGN

Alphabet Inc. Class A

$22.2M
RYLBF

Royal Bank of Canada

$21.8M
GOOGN

Alphabet Inc. Class A

$21.6M
RYLBF

Royal Bank of Canada

$21.1M
TDBCP

Toronto Dominion Bank

$19.7M
TDBCP

Toronto Dominion Bank

$19.1M