Back to JPM-PM

Shore Point Advisors, LLC → JPM-PM

Shore Point Advisors, LLC JPM-PM Position History

JPM-PM

Quarters held
15
Latest value
$1.7M
Q3 2026
Peak value
$24.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$566K
Q3 2025$2.1M
Q4 2025$500K
Q4 2025$1.8M
Q1 2026$492K
Q1 2026$1.4M
Q1 2026$1.8M
Q2 2026$207K
Q2 2026$413K
Q2 2026$8.6M
Q2 2026$1.8M
Q3 2026$209K
Q3 2026$894K
Q3 2026$24.9M
Q3 2026$1.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.7M33.3K——
Q3 2026$24.9M555.6K——
Q3 2026$894K17.7K——
Q3 2026$209K632——
Q2 2026$1.8M34.7K——
Q2 2026$8.6M182.9K——
Q2 2026$413K8.1K——
Q2 2026$207K632——
Q1 2026$1.8M35.7K——
Q1 2026$1.4M30.7K——
Q1 2026$492K9.6K——
Q4 2025$1.8M36.3K——
Q4 2025$500K9.8K——
Q3 2025$2.1M42.0K——
Q3 2025$566K11.1K——

Other funds holding JPM-PM

Other Shore Point Advisors, LLC positions

LUV

J P MORGAN EXCHANGE TRADED F

$44M
LUV

J P MORGAN EXCHANGE TRADED F

$43.9M
LUV

J P MORGAN EXCHANGE TRADED F

$34.6M
LUV

J P MORGAN EXCHANGE TRADED F

$34M
LUV

J P MORGAN EXCHANGE TRADED F

$33.7M
VGES

VANGUARD INDEX FDS

$30.3M
VGES

VANGUARD INDEX FDS

$29.7M
VGES

VANGUARD INDEX FDS

$25.3M