Back to JPM-PM

MSH Capital Advisors LLC → JPM-PM

MSH Capital Advisors LLC JPM-PM Position History

JPM-PM

Quarters held
23
Latest value
$654K
Q3 2026
Peak value
$10.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.2M
Q3 2025$1.9M
Q4 2025$9M
Q4 2025$367K
Q4 2025$479K
Q4 2025$2M
Q4 2025$584K
Q1 2026$8.4M
Q1 2026$629K
Q1 2026$2.4M
Q1 2026$654K
Q2 2026$10.5M
Q2 2026$389K
Q2 2026$540K
Q2 2026$480K
Q2 2026$2.6M
Q2 2026$742K
Q3 2026$10.9M
Q3 2026$319K
Q3 2026$546K
Q3 2026$498K
Q3 2026$2.9M
Q3 2026$654K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$654K10.7K——
Q3 2026$2.9M58.5K——
Q3 2026$498K11.1K——
Q3 2026$546K9.7K——
Q3 2026$319K965——
Q3 2026$10.9M33.1K——
Q2 2026$742K12.1K——
Q2 2026$2.6M51.3K——
Q2 2026$480K10.2K——
Q2 2026$540K9.6K——
Q2 2026$389K1.2K——
Q2 2026$10.5M32.2K——
Q1 2026$654K11.8K——
Q1 2026$2.4M47.9K——
Q1 2026$629K11.1K——
Q1 2026$8.4M28.5K——
Q4 2025$584K10.1K——
Q4 2025$2M39.8K——
Q4 2025$479K8.4K——
Q4 2025$367K1.1K——
Q4 2025$9M27.9K——
Q3 2025$1.9M38.1K——
Q3 2025$8.2M25.9K——

Other funds holding JPM-PM

Other MSH Capital Advisors LLC positions

AAPL

APPLE INC

$61.1M
AAPL

APPLE INC

$49.8M
AAPL

APPLE INC

$44.4M
AAPL

APPLE INC

$43.3M
NVDA

NVIDIA CORPORATION

$28.7M
VGES

VANGUARD TAX-MANAGED FDS

$17.4M
VGES

VANGUARD TAX-MANAGED FDS

$17.3M
VGES

VANGUARD TAX-MANAGED FDS

$15.5M
MSH Capital Advisors LLC JPM-PM Holdings: 13F Position History | Track13F