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Stokes Capital Advisors, LLC → JPM-PM
Stokes Capital Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
9
Latest value
$695K
Q3 2026
Peak value
$14.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $14.8M |
| Q1 2026 | $796K |
| Q1 2026 | $12.8M |
| Q1 2026 | $796K |
| Q1 2026 | $12.8M |
| Q2 2026 | $687K |
| Q2 2026 | $14.2M |
| Q3 2026 | $14.4M |
| Q3 2026 | $695K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $695K | 2.1K | — | — |
| Q3 2026 | $14.4M | 43.6K | — | — |
| Q2 2026 | $14.2M | 43.2K | — | — |
| Q2 2026 | $687K | 2.1K | — | — |
| Q1 2026 | $12.8M | 43.4K | — | — |
| Q1 2026 | $796K | 2.7K | — | — |
| Q1 2026 | $12.8M | 43.4K | — | — |
| Q1 2026 | $796K | 2.7K | — | — |
| Q4 2025 | $14.8M | 46.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B