Back to JPM-PM
SACKS & ASSOCIATES, LLC → JPM-PM
SACKS & ASSOCIATES, LLC JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$6M
Q3 2026
Peak value
$6.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $419K |
| Q4 2025 | $5.3M |
| Q1 2026 | $382K |
| Q1 2026 | $5.4M |
| Q2 2026 | $484K |
| Q2 2026 | $6.1M |
| Q3 2026 | $455K |
| Q3 2026 | $6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6M | 73.0K | — | — |
| Q3 2026 | $455K | 1.4K | — | — |
| Q2 2026 | $6.1M | 72.5K | — | — |
| Q2 2026 | $484K | 1.4K | — | — |
| Q1 2026 | $5.4M | 71.6K | — | — |
| Q1 2026 | $382K | 1.3K | — | — |
| Q4 2025 | $5.3M | 70.5K | — | — |
| Q4 2025 | $419K | 1.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B