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Midwest Trust Co JPM-PM Position History
JPM-PM
Quarters held
23
Latest value
$2.4M
Q3 2026
Peak value
$168.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $139.1M |
| Q3 2025 | $23.6M |
| Q3 2025 | $1M |
| Q4 2025 | $142.3M |
| Q4 2025 | $24.8M |
| Q4 2025 | $1.1M |
| Q1 2026 | $131.9M |
| Q1 2026 | $26.7M |
| Q1 2026 | $267K |
| Q1 2026 | $345K |
| Q1 2026 | $963K |
| Q1 2026 | $2.9M |
| Q2 2026 | $167.7M |
| Q2 2026 | $25.1M |
| Q2 2026 | $229K |
| Q2 2026 | $359K |
| Q2 2026 | $3.9M |
| Q3 2026 | $168.6M |
| Q3 2026 | $24.5M |
| Q3 2026 | $205K |
| Q3 2026 | $366K |
| Q3 2026 | $900K |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 39.5K | — | — |
| Q3 2026 | $900K | 17.9K | — | — |
| Q3 2026 | $366K | 5.0K | — | — |
| Q3 2026 | $205K | 4.1K | — | — |
| Q3 2026 | $24.5M | 436.3K | — | — |
| Q3 2026 | $168.6M | 509.8K | — | — |
| Q2 2026 | $3.9M | 62.8K | — | — |
| Q2 2026 | $359K | 5.0K | — | — |
| Q2 2026 | $229K | 1.6K | — | — |
| Q2 2026 | $25.1M | 444.5K | — | — |
| Q2 2026 | $167.7M | 512.2K | — | — |
| Q1 2026 | $2.9M | 52.5K | — | — |
| Q1 2026 | $963K | 19.0K | — | — |
| Q1 2026 | $345K | 5.6K | — | — |
| Q1 2026 | $267K | 2.0K | — | — |
| Q1 2026 | $26.7M | 471.5K | — | — |
| Q1 2026 | $131.9M | 448.3K | — | — |
| Q4 2025 | $1.1M | 18.5K | — | — |
| Q4 2025 | $24.8M | 433.3K | — | — |
| Q4 2025 | $142.3M | 441.5K | — | — |
| Q3 2025 | $1M | 18.1K | — | — |
| Q3 2025 | $23.6M | 413.8K | — | — |
| Q3 2025 | $139.1M | 441.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B