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Stewardship Advisors, LLC → JPM-PM
Stewardship Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$4.3M
Q3 2026
Peak value
$11.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $596K |
| Q3 2025 | $5.5M |
| Q3 2025 | $7.6M |
| Q4 2025 | $655K |
| Q4 2025 | $4.6M |
| Q4 2025 | $8.5M |
| Q1 2026 | $577K |
| Q1 2026 | $4.6M |
| Q1 2026 | $11.6M |
| Q2 2026 | $636K |
| Q2 2026 | $6.1M |
| Q2 2026 | $4.3M |
| Q3 2026 | $649K |
| Q3 2026 | $6.3M |
| Q3 2026 | $4.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.3M | 85.6K | — | — |
| Q3 2026 | $6.3M | 124.8K | — | — |
| Q3 2026 | $649K | 2.0K | — | — |
| Q2 2026 | $4.3M | 84.3K | — | — |
| Q2 2026 | $6.1M | 119.2K | — | — |
| Q2 2026 | $636K | 1.9K | — | — |
| Q1 2026 | $11.6M | 229.7K | — | — |
| Q1 2026 | $4.6M | 90.5K | — | — |
| Q1 2026 | $577K | 2.0K | — | — |
| Q4 2025 | $8.5M | 168.6K | — | — |
| Q4 2025 | $4.6M | 89.6K | — | — |
| Q4 2025 | $655K | 2.0K | — | — |
| Q3 2025 | $7.6M | 149.3K | — | — |
| Q3 2025 | $5.5M | 107.4K | — | — |
| Q3 2025 | $596K | 1.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B