Back to JPM-PM
SMITH CHAS P & ASSOCIATES PA CPAS → JPM-PM
SMITH CHAS P & ASSOCIATES PA CPAS JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$554K
Q3 2026
Peak value
$97.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $60.8M |
| Q3 2025 | $583K |
| Q4 2025 | $97.9M |
| Q4 2025 | $605K |
| Q1 2026 | $87.6M |
| Q1 2026 | $517K |
| Q2 2026 | $94.4M |
| Q2 2026 | $573K |
| Q3 2026 | $92.5M |
| Q3 2026 | $554K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $554K | 9.4K | — | — |
| Q3 2026 | $92.5M | 272.3K | — | — |
| Q2 2026 | $573K | 9.3K | — | — |
| Q2 2026 | $94.4M | 288.5K | — | — |
| Q1 2026 | $517K | 9.3K | — | — |
| Q1 2026 | $87.6M | 298.0K | — | — |
| Q4 2025 | $605K | 10.4K | — | — |
| Q4 2025 | $97.9M | 303.7K | — | — |
| Q3 2025 | $583K | 10.1K | — | — |
| Q3 2025 | $60.8M | 192.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B