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Sage Advisory Services, Ltd.Co. → JPM-PM
Sage Advisory Services, Ltd.Co. JPM-PM Position History
JPM-PM
Quarters held
9
Latest value
$3M
Q3 2026
Peak value
$4.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $236K |
| Q3 2025 | $4.6M |
| Q3 2025 | $2.8M |
| Q4 2025 | $232K |
| Q4 2025 | $4.6M |
| Q4 2025 | $2.6M |
| Q1 2026 | $2.6M |
| Q2 2026 | $2.8M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 58.6K | — | — |
| Q2 2026 | $2.8M | 56.2K | — | — |
| Q1 2026 | $2.6M | 52.0K | — | — |
| Q4 2025 | $2.6M | 50.9K | — | — |
| Q4 2025 | $4.6M | 72.7K | — | — |
| Q4 2025 | $232K | 4.1K | — | — |
| Q3 2025 | $2.8M | 54.7K | — | — |
| Q3 2025 | $4.6M | 73.1K | — | — |
| Q3 2025 | $236K | 4.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B