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OAK FAMILY ADVISORS, LLC → JPM-PM
OAK FAMILY ADVISORS, LLC JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$827K
Q3 2026
Peak value
$9.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.4M |
| Q4 2025 | $9.7M |
| Q1 2026 | $8M |
| Q1 2026 | $147K |
| Q1 2026 | $294K |
| Q2 2026 | $8.7M |
| Q3 2026 | $7.3M |
| Q3 2026 | $827K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $827K | 2.5K | — | — |
| Q3 2026 | $7.3M | 22.0K | — | — |
| Q2 2026 | $8.7M | 26.6K | — | — |
| Q1 2026 | $294K | 1.0K | — | — |
| Q1 2026 | $147K | 500 | — | — |
| Q1 2026 | $8M | 27.1K | — | — |
| Q4 2025 | $9.7M | 30.0K | — | — |
| Q3 2025 | $9.4M | 29.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
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