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Morton Capital Management LLC/CA → JPM-PM
Morton Capital Management LLC/CA JPM-PM Position History
JPM-PM
Quarters held
22
Latest value
$22.7M
Q3 2026
Peak value
$29M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.7M |
| Q4 2025 | $314K |
| Q4 2025 | $506K |
| Q4 2025 | $347K |
| Q4 2025 | $213K |
| Q1 2026 | $3.2M |
| Q1 2026 | $301K |
| Q1 2026 | $529K |
| Q1 2026 | $344K |
| Q1 2026 | $233K |
| Q2 2026 | $3.5M |
| Q2 2026 | $333K |
| Q2 2026 | $586K |
| Q2 2026 | $357K |
| Q2 2026 | $241K |
| Q2 2026 | $29M |
| Q3 2026 | $3.4M |
| Q3 2026 | $336K |
| Q3 2026 | $610K |
| Q3 2026 | $361K |
| Q3 2026 | $262K |
| Q3 2026 | $22.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22.7M | 451.6K | — | — |
| Q3 2026 | $262K | 4.3K | — | — |
| Q3 2026 | $361K | 3.6K | — | — |
| Q3 2026 | $610K | 7.8K | — | — |
| Q3 2026 | $336K | 4.4K | — | — |
| Q3 2026 | $3.4M | 10.4K | — | — |
| Q2 2026 | $29M | 573.7K | — | — |
| Q2 2026 | $241K | 4.0K | — | — |
| Q2 2026 | $357K | 3.6K | — | — |
| Q2 2026 | $586K | 7.8K | — | — |
| Q2 2026 | $333K | 4.3K | — | — |
| Q2 2026 | $3.5M | 10.7K | — | — |
| Q1 2026 | $233K | 3.9K | — | — |
| Q1 2026 | $344K | 3.7K | — | — |
| Q1 2026 | $529K | 7.7K | — | — |
| Q1 2026 | $301K | 4.2K | — | — |
| Q1 2026 | $3.2M | 10.8K | — | — |
| Q4 2025 | $213K | 3.8K | — | — |
| Q4 2025 | $347K | 3.7K | — | — |
| Q4 2025 | $506K | 7.7K | — | — |
| Q4 2025 | $314K | 4.3K | — | — |
| Q4 2025 | $3.7M | 11.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B