Back to JPM-PM
Shotwell Rutter Baer Inc → JPM-PM
Shotwell Rutter Baer Inc JPM-PM Position History
JPM-PM
Quarters held
4
Latest value
$5M
Q3 2026
Peak value
$5.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.8M |
| Q1 2026 | $4.6M |
| Q2 2026 | $5.1M |
| Q3 2026 | $5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5M | 104.2K | — | — |
| Q2 2026 | $5.1M | 101.2K | — | — |
| Q1 2026 | $4.6M | 92.0K | — | — |
| Q4 2025 | $2.8M | 55.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B