Back to JPM-PM
MONTAG A & ASSOCIATES INC → JPM-PM
MONTAG A & ASSOCIATES INC JPM-PM Position History
JPM-PM
Quarters held
29
Latest value
$69K
Q3 2026
Peak value
$31.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q3 2025 | $26.2M |
| Q3 2025 | $90K |
| Q3 2025 | $15.5M |
| Q3 2025 | $59K |
| Q4 2025 | $1.7M |
| Q4 2025 | $25.6M |
| Q4 2025 | $91K |
| Q4 2025 | $440K |
| Q4 2025 | $14M |
| Q4 2025 | $60K |
| Q1 2026 | $1.6M |
| Q1 2026 | $24.2M |
| Q1 2026 | $61K |
| Q1 2026 | $439K |
| Q1 2026 | $11.9M |
| Q1 2026 | $69K |
| Q2 2026 | $1.1M |
| Q2 2026 | $25.9M |
| Q2 2026 | $63K |
| Q2 2026 | $93K |
| Q2 2026 | $30.8M |
| Q2 2026 | $69K |
| Q3 2026 | $1.1M |
| Q3 2026 | $25.3M |
| Q3 2026 | $63K |
| Q3 2026 | $30K |
| Q3 2026 | $31.8M |
| Q3 2026 | $69K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $69K | 2.0K | — | — |
| Q3 2026 | $31.8M | 632.0K | — | — |
| Q3 2026 | $30K | 600 | — | — |
| Q3 2026 | $63K | 1.1K | — | — |
| Q3 2026 | $25.3M | 76.5K | — | — |
| Q3 2026 | $1.1M | 48.3K | — | — |
| Q2 2026 | $69K | 2.0K | — | — |
| Q2 2026 | $30.8M | 610.0K | — | — |
| Q2 2026 | $93K | 1.8K | — | — |
| Q2 2026 | $63K | 1.1K | — | — |
| Q2 2026 | $25.9M | 79.1K | — | — |
| Q2 2026 | $1.1M | 48.3K | — | — |
| Q1 2026 | $69K | 2.0K | — | — |
| Q1 2026 | $11.9M | 235.1K | — | — |
| Q1 2026 | $439K | 8.6K | — | — |
| Q1 2026 | $61K | 1.1K | — | — |
| Q1 2026 | $24.2M | 82.3K | — | — |
| Q1 2026 | $1.6M | 68.1K | — | — |
| Q4 2025 | $60K | 2.0K | — | — |
| Q4 2025 | $14M | 276.3K | — | — |
| Q4 2025 | $440K | 8.6K | — | — |
| Q4 2025 | $91K | 1.6K | — | — |
| Q4 2025 | $25.6M | 79.5K | — | — |
| Q4 2025 | $1.7M | 73.3K | — | — |
| Q3 2025 | $59K | 2.0K | — | — |
| Q3 2025 | $15.5M | 305.7K | — | — |
| Q3 2025 | $90K | 1.6K | — | — |
| Q3 2025 | $26.2M | 83.1K | — | — |
| Q3 2025 | $1.7M | 75.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B