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Sulzberger Capital Advisors, Inc. → JPM-PM

Sulzberger Capital Advisors, Inc. JPM-PM Position History

JPM-PM

Quarters held
15
Latest value
$3.7M
Q3 2026
Peak value
$8.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.7M
Q3 2025$3.1M
Q3 2025$1.8M
Q4 2025$1.3M
Q4 2025$4.1M
Q4 2025$2.4M
Q1 2026$1.2M
Q1 2026$7.4M
Q1 2026$2.4M
Q2 2026$1.3M
Q2 2026$8.3M
Q2 2026$2.9M
Q3 2026$1.7M
Q3 2026$8.7M
Q3 2026$3.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.7M61.0K——
Q3 2026$8.7M155.3K——
Q3 2026$1.7M5.0K——
Q2 2026$2.9M46.8K——
Q2 2026$8.3M146.3K——
Q2 2026$1.3M4.1K——
Q1 2026$2.4M42.4K——
Q1 2026$7.4M130.3K——
Q1 2026$1.2M4.1K——
Q4 2025$2.4M41.7K——
Q4 2025$4.1M71.1K——
Q4 2025$1.3M4.1K——
Q3 2025$1.8M31.5K——
Q3 2025$3.1M54.5K——
Q3 2025$1.7M5.3K——

Other funds holding JPM-PM

Other Sulzberger Capital Advisors, Inc. positions

ETHA

ISHARES TR

$25.6M
ETHA

ISHARES TR

$24.9M
ETHA

ISHARES TR

$20.7M
ETHA

ISHARES TR

$19M
ETHA

ISHARES TR

$12.7M
VGES

VANGUARD INDEX FDS

$7.8M
NVDA

NVIDIA CORPORATION

$6.9M
NVDA

NVIDIA CORPORATION

$6.4M