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SRH ADVISORS, LLC → JPM-PM

SRH ADVISORS, LLC JPM-PM Position History

JPM-PM

Quarters held
8
Latest value
$100K
Q3 2026
Peak value
$18.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$18.4M
Q4 2025$16K
Q1 2026$16.8M
Q1 2026$16K
Q2 2026$18.7M
Q2 2026$16K
Q3 2026$18.9M
Q3 2026$100K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$100K1.8K——
Q3 2026$18.9M57.1K——
Q2 2026$16K280——
Q2 2026$18.7M57.1K——
Q1 2026$16K280——
Q1 2026$16.8M57.2K——
Q4 2025$16K280——
Q4 2025$18.4M57.2K——

Other funds holding JPM-PM

Other SRH ADVISORS, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$28.3M
SCHW-PJ

Sch US Div Equity Etf

$27.7M
SCHW-PJ

Sch US Div Equity Etf

$27M
SCHW-PJ

SCHWAB STRATEGIC TR

$24.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$11.4M
SCHW-PJ

Schw US Brd Mkt Etf

$11.4M
UTF

Cohen & Steers

$11.3M
UTF

Cohen & Steers

$10.6M