Back to JPM-PM
Sterling Investment Advisors, Ltd. → JPM-PM
Sterling Investment Advisors, Ltd. JPM-PM Position History
JPM-PM
Quarters held
34
Latest value
$6.2M
Q3 2026
Peak value
$8.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.6M |
| Q3 2025 | $7.2M |
| Q3 2025 | $1.2M |
| Q3 2025 | $576K |
| Q3 2025 | $1.2M |
| Q3 2025 | $4.2M |
| Q4 2025 | $7.9M |
| Q4 2025 | $7.5M |
| Q4 2025 | $808K |
| Q4 2025 | $1.3M |
| Q4 2025 | $574K |
| Q4 2025 | $1.3M |
| Q4 2025 | $5.2M |
| Q1 2026 | $6.8M |
| Q1 2026 | $8M |
| Q1 2026 | $1.5M |
| Q1 2026 | $1.3M |
| Q1 2026 | $2.3M |
| Q1 2026 | $1.2M |
| Q1 2026 | $5.5M |
| Q2 2026 | $7.3M |
| Q2 2026 | $8.3M |
| Q2 2026 | $2.6M |
| Q2 2026 | $1.3M |
| Q2 2026 | $2.1M |
| Q2 2026 | $1.4M |
| Q2 2026 | $6M |
| Q3 2026 | $7.3M |
| Q3 2026 | $8.6M |
| Q3 2026 | $2.4M |
| Q3 2026 | $1.3M |
| Q3 2026 | $2.1M |
| Q3 2026 | $1.5M |
| Q3 2026 | $6.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.2M | 112.6K | — | — |
| Q3 2026 | $1.5M | 24.9K | — | — |
| Q3 2026 | $2.1M | 41.8K | — | — |
| Q3 2026 | $1.3M | 28.8K | — | — |
| Q3 2026 | $2.4M | 50.8K | — | — |
| Q3 2026 | $8.6M | 152.6K | — | — |
| Q3 2026 | $7.3M | 22.0K | — | — |
| Q2 2026 | $6M | 107.7K | — | — |
| Q2 2026 | $1.4M | 23.0K | — | — |
| Q2 2026 | $2.1M | 41.6K | — | — |
| Q2 2026 | $1.3M | 27.7K | — | — |
| Q2 2026 | $2.6M | 50.8K | — | — |
| Q2 2026 | $8.3M | 147.1K | — | — |
| Q2 2026 | $7.3M | 22.2K | — | — |
| Q1 2026 | $5.5M | 104.5K | — | — |
| Q1 2026 | $1.2M | 21.0K | — | — |
| Q1 2026 | $2.3M | 46.1K | — | — |
| Q1 2026 | $1.3M | 27.7K | — | — |
| Q1 2026 | $1.5M | 30.8K | — | — |
| Q1 2026 | $8M | 142.0K | — | — |
| Q1 2026 | $6.8M | 23.2K | — | — |
| Q4 2025 | $5.2M | 98.7K | — | — |
| Q4 2025 | $1.3M | 21.6K | — | — |
| Q4 2025 | $574K | 11.3K | — | — |
| Q4 2025 | $1.3M | 27.0K | — | — |
| Q4 2025 | $808K | 16.0K | — | — |
| Q4 2025 | $7.5M | 131.4K | — | — |
| Q4 2025 | $7.9M | 24.4K | — | — |
| Q3 2025 | $4.2M | 82.0K | — | — |
| Q3 2025 | $1.2M | 21.6K | — | — |
| Q3 2025 | $576K | 11.3K | — | — |
| Q3 2025 | $1.2M | 25.0K | — | — |
| Q3 2025 | $7.2M | 126.3K | — | — |
| Q3 2025 | $7.6M | 24.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B