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Scott Capital Advisors, LLC → JPM-PM

Scott Capital Advisors, LLC JPM-PM Position History

JPM-PM

Quarters held
18
Latest value
$17.9M
Q3 2026
Peak value
$28.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$25.7M
Q3 2025$7M
Q3 2025$12.7M
Q4 2025$25.7M
Q4 2025$8.4M
Q4 2025$12.6M
Q1 2026$26.4M
Q1 2026$9.1M
Q1 2026$9.9M
Q1 2026$2M
Q2 2026$27.5M
Q2 2026$9.2M
Q2 2026$9.3M
Q2 2026$16.8M
Q3 2026$28.1M
Q3 2026$9.5M
Q3 2026$9.4M
Q3 2026$17.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$17.9M349.1K——
Q3 2026$9.4M187.7K——
Q3 2026$9.5M168.6K——
Q3 2026$28.1M627.4K——
Q2 2026$16.8M321.8K——
Q2 2026$9.3M184.7K——
Q2 2026$9.2M162.6K——
Q2 2026$27.5M597.8K——
Q1 2026$2M39.2K——
Q1 2026$9.9M195.8K——
Q1 2026$9.1M157.9K——
Q1 2026$26.4M572.0K——
Q4 2025$12.6M248.4K——
Q4 2025$8.4M146.8K——
Q4 2025$25.7M554.5K——
Q3 2025$12.7M251.7K——
Q3 2025$7M123.6K——
Q3 2025$25.7M555.2K——

Other funds holding JPM-PM

Other Scott Capital Advisors, LLC positions

VGES

VANGUARD INDEX FDS

$85.1M
VGES

VANGUARD INDEX FDS

$81.6M
VGES

VANGUARD INDEX FDS

$75.6M
VGES

VANGUARD INDEX FDS

$75.1M
VGES

VANGUARD INDEX FDS

$74.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$56.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$54.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$52.8M