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SEVEN MILE ADVISORY → JPM-PM

SEVEN MILE ADVISORY JPM-PM Position History

JPM-PM

Quarters held
13
Latest value
$1.8M
Q3 2026
Peak value
$3.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.6M
Q3 2025$293K
Q3 2025$201K
Q3 2025$201K
Q4 2025$3.1M
Q4 2025$201K
Q1 2026$1.8M
Q1 2026$233K
Q1 2026$470K
Q1 2026$357K
Q1 2026$250K
Q2 2026$1.8M
Q3 2026$1.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.8M5.3K——
Q2 2026$1.8M5.4K——
Q1 2026$250K4.2K——
Q1 2026$357K3.8K——
Q1 2026$470K6.8K——
Q1 2026$233K3.2K——
Q1 2026$1.8M6.0K——
Q4 2025$201K3.5K——
Q4 2025$3.1M9.5K——
Q3 2025$201K3.5K——
Q3 2025$201K3.6K——
Q3 2025$293K3.4K——
Q3 2025$3.6M11.4K——

Other funds holding JPM-PM

Other SEVEN MILE ADVISORY positions

VGES

VANGUARD FTSE DEVELOPED MARKETS ETF

$34.2M
VGES

VANGUARD FTSE DEVELOPED MARKETS ETF

$31.9M
VGES

VANGUARD MORTGAGE-BACKED SECURITIES ETF

$28.6M
VGES

VANGUARD MORTGAGE-BACKED SECURITIES ETF

$26.7M
ETHA

ISHARES S&P 100 ETF

$25.1M
ETHA

ISHARES S&P 100 ETF

$24.3M
MSFT

DIMENSIONAL INTERNATIONAL VALUE ETF

$23.5M
VGES

VANGUARD TOTAL STOCK MARKET ETF

$23.1M