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McCarthy Asset Management, Inc. → JPM-PM
McCarthy Asset Management, Inc. JPM-PM Position History
JPM-PM
Quarters held
7
Latest value
$3.8M
Q3 2026
Peak value
$8.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.6M |
| Q4 2025 | $8.3M |
| Q4 2025 | $4.1M |
| Q2 2026 | $7.9M |
| Q2 2026 | $3.9M |
| Q3 2026 | $7.8M |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 75.9K | — | — |
| Q3 2026 | $7.8M | 173.5K | — | — |
| Q2 2026 | $3.9M | 77.8K | — | — |
| Q2 2026 | $7.9M | 171.8K | — | — |
| Q4 2025 | $4.1M | 81.0K | — | — |
| Q4 2025 | $8.3M | 178.3K | — | — |
| Q3 2025 | $4.6M | 91.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B