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Prism Advisors, Inc. → JPM-PM

Prism Advisors, Inc. JPM-PM Position History

JPM-PM

Quarters held
14
Latest value
$311K
Q3 2026
Peak value
$15.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.7M
Q3 2025$11.1M
Q3 2025$14.1M
Q4 2025$4.1M
Q4 2025$10.9M
Q4 2025$15.5M
Q1 2026$4.2M
Q1 2026$11.5M
Q1 2026$416K
Q2 2026$4.5M
Q2 2026$13.6M
Q3 2026$4.2M
Q3 2026$12.5M
Q3 2026$311K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$311K6.2K——
Q3 2026$12.5M165.5K——
Q3 2026$4.2M50.4K——
Q2 2026$13.6M187.9K——
Q2 2026$4.5M52.1K——
Q1 2026$416K8.2K——
Q1 2026$11.5M187.6K——
Q1 2026$4.2M56.8K——
Q4 2025$15.5M307.1K——
Q4 2025$10.9M173.0K——
Q4 2025$4.1M56.6K——
Q3 2025$14.1M278.5K——
Q3 2025$11.1M176.7K——
Q3 2025$4.7M62.3K——

Other funds holding JPM-PM

Other Prism Advisors, Inc. positions

MSFT

DIMENSIONAL INTERNATIONAL VALUE ETF

$22M
MSFT

DIMENSIONAL INTERNATIONAL VALUE ETF

$21.5M
GS-PD

COLUMBIA EM CORE EX-CHINA ETF

$21.1M
VGES

VANGUARD VALUE ETF

$21.1M
VGES

VANGUARD VALUE ETF

$20.6M
FPF

FIRST TRUST WCM INTERNATIONAL EQUITY ETF

$20.3M
MSFT

DIMENSIONAL INTERNATIONAL VALUE ETF

$20.2M
MSFT

DIMENSIONAL INTERNATIONAL VALUE ETF

$20.1M