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Soltis Investment Advisors LLC → JPM-PM
Soltis Investment Advisors LLC JPM-PM Position History
JPM-PM
Quarters held
32
Latest value
$19.1M
Q3 2026
Peak value
$23.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.6M |
| Q3 2025 | $3.4M |
| Q3 2025 | $517K |
| Q3 2025 | $23.5M |
| Q3 2025 | $948K |
| Q3 2025 | $372K |
| Q4 2025 | $10.3M |
| Q4 2025 | $10.3M |
| Q4 2025 | $4.5M |
| Q4 2025 | $4.5M |
| Q4 2025 | $539K |
| Q4 2025 | $539K |
| Q4 2025 | $21.6M |
| Q4 2025 | $21.6M |
| Q4 2025 | $1M |
| Q4 2025 | $1M |
| Q4 2025 | $282K |
| Q4 2025 | $282K |
| Q1 2026 | $9.6M |
| Q1 2026 | $4M |
| Q1 2026 | $936K |
| Q1 2026 | $19.3M |
| Q1 2026 | $751K |
| Q2 2026 | $11.8M |
| Q2 2026 | $6.4M |
| Q2 2026 | $1.2M |
| Q2 2026 | $18.9M |
| Q2 2026 | $281K |
| Q3 2026 | $15M |
| Q3 2026 | $9.6M |
| Q3 2026 | $1.2M |
| Q3 2026 | $19.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.1M | 378.3K | — | — |
| Q3 2026 | $1.2M | 24.6K | — | — |
| Q3 2026 | $9.6M | 169.9K | — | — |
| Q3 2026 | $15M | 45.2K | — | — |
| Q2 2026 | $281K | 4.6K | — | — |
| Q2 2026 | $18.9M | 374.5K | — | — |
| Q2 2026 | $1.2M | 23.6K | — | — |
| Q2 2026 | $6.4M | 114.0K | — | — |
| Q2 2026 | $11.8M | 36.1K | — | — |
| Q1 2026 | $751K | 13.5K | — | — |
| Q1 2026 | $19.3M | 380.5K | — | — |
| Q1 2026 | $936K | 18.4K | — | — |
| Q1 2026 | $4M | 70.0K | — | — |
| Q1 2026 | $9.6M | 32.6K | — | — |
| Q4 2025 | $282K | 3.0K | — | — |
| Q4 2025 | $282K | 3.0K | — | — |
| Q4 2025 | $1M | 17.3K | — | — |
| Q4 2025 | $1M | 17.3K | — | — |
| Q4 2025 | $21.6M | 427.8K | — | — |
| Q4 2025 | $21.6M | 427.8K | — | — |
| Q4 2025 | $539K | 10.6K | — | — |
| Q4 2025 | $539K | 10.6K | — | — |
| Q4 2025 | $4.5M | 77.9K | — | — |
| Q4 2025 | $4.5M | 77.9K | — | — |
| Q4 2025 | $10.3M | 32.1K | — | — |
| Q4 2025 | $10.3M | 32.1K | — | — |
| Q3 2025 | $372K | 4.0K | — | — |
| Q3 2025 | $948K | 16.5K | — | — |
| Q3 2025 | $23.5M | 463.7K | — | — |
| Q3 2025 | $517K | 10.1K | — | — |
| Q3 2025 | $3.4M | 59.8K | — | — |
| Q3 2025 | $9.6M | 30.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B