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MBA Advisors LLC JPM-PM Position History
JPM-PM
Quarters held
24
Latest value
$254K
Q3 2026
Peak value
$10.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.5M |
| Q4 2025 | $8.6M |
| Q4 2025 | $8.4M |
| Q4 2025 | $4.2M |
| Q4 2025 | $1.4M |
| Q4 2025 | $246K |
| Q1 2026 | $2.3M |
| Q1 2026 | $9.5M |
| Q1 2026 | $8.3M |
| Q1 2026 | $4.8M |
| Q1 2026 | $1.4M |
| Q1 2026 | $224K |
| Q2 2026 | $2.6M |
| Q2 2026 | $10.6M |
| Q2 2026 | $9.7M |
| Q2 2026 | $5M |
| Q2 2026 | $1.6M |
| Q2 2026 | $261K |
| Q3 2026 | $2.6M |
| Q3 2026 | $10.8M |
| Q3 2026 | $10M |
| Q3 2026 | $5.2M |
| Q3 2026 | $1.6M |
| Q3 2026 | $254K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $254K | 2.6K | — | — |
| Q3 2026 | $1.6M | 26.7K | — | — |
| Q3 2026 | $5.2M | 102.8K | — | — |
| Q3 2026 | $10M | 135.8K | — | — |
| Q3 2026 | $10.8M | 192.4K | — | — |
| Q3 2026 | $2.6M | 7.8K | — | — |
| Q2 2026 | $261K | 2.6K | — | — |
| Q2 2026 | $1.6M | 25.3K | — | — |
| Q2 2026 | $5M | 98.4K | — | — |
| Q2 2026 | $9.7M | 133.6K | — | — |
| Q2 2026 | $10.6M | 188.4K | — | — |
| Q2 2026 | $2.6M | 7.8K | — | — |
| Q1 2026 | $224K | 2.6K | — | — |
| Q1 2026 | $1.4M | 24.7K | — | — |
| Q1 2026 | $4.8M | 94.1K | — | — |
| Q1 2026 | $8.3M | 135.4K | — | — |
| Q1 2026 | $9.5M | 167.5K | — | — |
| Q1 2026 | $2.3M | 7.9K | — | — |
| Q4 2025 | $246K | 2.6K | — | — |
| Q4 2025 | $1.4M | 24.3K | — | — |
| Q4 2025 | $4.2M | 82.4K | — | — |
| Q4 2025 | $8.4M | 133.3K | — | — |
| Q4 2025 | $8.6M | 149.4K | — | — |
| Q4 2025 | $2.5M | 7.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B