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SWEENEY & MICHEL, LLC → JPM-PM

SWEENEY & MICHEL, LLC JPM-PM Position History

JPM-PM

Quarters held
5
Latest value
$5M
Q3 2026
Peak value
$5.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.4M
Q4 2025$5.3M
Q1 2026$5.4M
Q2 2026$5.5M
Q3 2026$5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5M15.2K——
Q2 2026$5.5M15.3K——
Q1 2026$5.4M17.1K——
Q4 2025$5.3M17.1K——
Q3 2025$5.4M17.9K——

Other funds holding JPM-PM

Other SWEENEY & MICHEL, LLC positions

ETHA

ISHARES TR

$33.4M
ETHA

ISHARES TR

$33M
ETHA

ISHARES TR

$30.6M
ETHA

ISHARES TR

$29.8M
ETHA

ISHARES TR

$29.6M
ETHA

ISHARES TR

$29.4M
ETHA

ISHARES TR

$27.7M
ETHA

ISHARES TR

$27.6M