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SJBENEN ADVISORY, LLC → JPM-PM

SJBENEN ADVISORY, LLC JPM-PM Position History

JPM-PM

Quarters held
4
Latest value
$3.8M
Q3 2026
Peak value
$3.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.9M
Q1 2026$2.9M
Q2 2026$3.2M
Q3 2026$3.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.8M11.4K——
Q2 2026$3.2M9.7K——
Q1 2026$2.9M9.7K——
Q4 2025$2.9M9.1K——

Other funds holding JPM-PM

Other SJBENEN ADVISORY, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$64.2M
SPY

STATE STR SPDR S&P 500 ETF T

$57.5M
SPY

STATE STR SPDR S&P 500 ETF T

$40.7M
ETHA

ISHARES TR

$19.6M
VGES

VANGUARD INDEX FDS

$18.3M
ETHA

ISHARES TR

$17.7M
VGES

VANGUARD INDEX FDS

$17.6M
ETHA

ISHARES TR

$16.2M