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Oak Harvest Investment Services → JPM-PM
Oak Harvest Investment Services JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$14.9M
Q3 2026
Peak value
$30M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $24.4M |
| Q4 2025 | $2.1M |
| Q4 2025 | $13.4M |
| Q1 2026 | $1.9M |
| Q1 2026 | $23M |
| Q1 2026 | $13.8M |
| Q2 2026 | $3.3M |
| Q2 2026 | $30M |
| Q2 2026 | $14.4M |
| Q3 2026 | $28.3M |
| Q3 2026 | $2.5M |
| Q3 2026 | $14.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.9M | 295.0K | — | — |
| Q3 2026 | $2.5M | 7.5K | — | — |
| Q3 2026 | $28.3M | 85.6K | — | — |
| Q2 2026 | $14.4M | 282.4K | — | — |
| Q2 2026 | $30M | 91.7K | — | — |
| Q2 2026 | $3.3M | 10.0K | — | — |
| Q1 2026 | $13.8M | 270.5K | — | — |
| Q1 2026 | $23M | 78.2K | — | — |
| Q1 2026 | $1.9M | 6.5K | — | — |
| Q4 2025 | $13.4M | 262.4K | — | — |
| Q4 2025 | $2.1M | 6.5K | — | — |
| Q4 2025 | $24.4M | 75.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B