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STEPH & CO → JPM-PM

STEPH & CO JPM-PM Position History

JPM-PM

Quarters held
12
Latest value
$137K
Q3 2026
Peak value
$53.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.3M
Q4 2025$46.2M
Q4 2025$117K
Q1 2026$1.2M
Q1 2026$43.8M
Q1 2026$103K
Q2 2026$1.4M
Q2 2026$51.5M
Q2 2026$145K
Q3 2026$1.4M
Q3 2026$53.8M
Q3 2026$137K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$137K1.3K——
Q3 2026$53.8M556.6K——
Q3 2026$1.4M4.3K——
Q2 2026$145K1.3K——
Q2 2026$51.5M522.6K——
Q2 2026$1.4M4.2K——
Q1 2026$103K1.3K——
Q1 2026$43.8M517.9K——
Q1 2026$1.2M4.0K——
Q4 2025$117K1.3K——
Q4 2025$46.2M498.2K——
Q4 2025$1.3M4.0K——

Other funds holding JPM-PM

Other STEPH & CO positions

VGES

Vanguard S&P 500 Index ETF

$63.4M
VGES

Vanguard S&P 500 Index ETF

$62M
VGES

Vanguard S&P 500 Index ETF

$51.3M
VGES

Vanguard S&P 500 Index ETF

$47.5M
FIS

Fidelity Total Bond ETF

$13.7M
FIS

Fidelity Enhanced International

$12.9M
ETHA

iShares Russell Midcap Index ETF

$12.7M
ETHA

iShares Russell Midcap Index ETF

$12.6M