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MEANS INVESTMENT CO., INC. → JPM-PM

MEANS INVESTMENT CO., INC. JPM-PM Position History

JPM-PM

Quarters held
18
Latest value
$417K
Q3 2026
Peak value
$33M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$20.4M
Q3 2025$2.6M
Q3 2025$725K
Q4 2025$20.4M
Q4 2025$2.1M
Q4 2025$615K
Q1 2026$19.2M
Q1 2026$1.9M
Q1 2026$420K
Q2 2026$65K
Q2 2026$20.9M
Q2 2026$23.1M
Q2 2026$1.8M
Q2 2026$477K
Q3 2026$20M
Q3 2026$33M
Q3 2026$1.6M
Q3 2026$417K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$417K6.8K——
Q3 2026$1.6M29.3K——
Q3 2026$33M735.9K——
Q3 2026$20M60.5K——
Q2 2026$477K7.8K——
Q2 2026$1.8M31.6K——
Q2 2026$23.1M501.9K——
Q2 2026$20.9M63.9K——
Q2 2026$65K200——
Q1 2026$420K7.6K——
Q1 2026$1.9M33.9K——
Q1 2026$19.2M65.2K——
Q4 2025$615K10.6K——
Q4 2025$2.1M36.0K——
Q4 2025$20.4M63.2K——
Q3 2025$725K12.6K——
Q3 2025$2.6M45.0K——
Q3 2025$20.4M64.6K——

Other funds holding JPM-PM

Other MEANS INVESTMENT CO., INC. positions

VGES

VANGUARD INDEX FDS

$247.4M
VGES

VANGUARD INDEX FDS

$236.6M
VGES

VANGUARD INDEX FDS

$210.5M
VGES

VANGUARD INDEX FDS

$204.9M
VGES

VANGUARD INDEX FDS

$191.8M
VGES

VANGUARD INTL EQUITY INDEX F

$107.8M
VGES

VANGUARD INTL EQUITY INDEX F

$105.2M
IVZ

INVESCO EXCHANGE TRADED FD T

$104.6M
MEANS INVESTMENT CO., INC. JPM-PM Holdings: 13F Position History | Track13F