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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
PeriodPosition 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

QuarterValueShares% PortfolioChange
Q3 2026$4.3M85.6K——
Q3 2026$6.3M124.8K——
Q3 2026$649K2.0K——
Q2 2026$4.3M84.3K——
Q2 2026$6.1M119.2K——
Q2 2026$636K1.9K——
Q1 2026$11.6M229.7K——
Q1 2026$4.6M90.5K——
Q1 2026$577K2.0K——
Q4 2025$8.5M168.6K——
Q4 2025$4.6M89.6K——
Q4 2025$655K2.0K——
Q3 2025$7.6M149.3K——
Q3 2025$5.5M107.4K——
Q3 2025$596K1.9K——

Other funds holding JPM-PM

Other Stewardship Advisors, LLC positions

ETHA

ISHARES TR

$81M
ETHA

ISHARES TR

$65M
ETHA

ISHARES TR

$55.3M
ETHA

ISHARES TR

$51.5M
ETHA

ISHARES TR

$50.3M
ETHA

INVESCO EXCH TRADED FD TR II

$37M
ETHA

INVESCO EXCH TRADED FD TR II

$37M
IVZ

INVESCO EXCH TRADED FD TR II

$36.6M