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Ulland Investment Advisors, LLC → JPM-PM
Ulland Investment Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
22
Latest value
$4K
Q3 2026
Peak value
$5.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $93K |
| Q3 2025 | $5.2M |
| Q3 2025 | $5M |
| Q3 2025 | $2.1M |
| Q4 2025 | $83K |
| Q4 2025 | $5.1M |
| Q4 2025 | $5M |
| Q4 2025 | $2M |
| Q1 2026 | $74K |
| Q1 2026 | $5M |
| Q1 2026 | $4.8M |
| Q1 2026 | $1.7M |
| Q2 2026 | $83K |
| Q2 2026 | $5.2M |
| Q2 2026 | $5.5M |
| Q2 2026 | $2.3M |
| Q2 2026 | $4K |
| Q3 2026 | $84K |
| Q3 2026 | $5.2M |
| Q3 2026 | $5.3M |
| Q3 2026 | $2.1M |
| Q3 2026 | $4K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 40 | — | — |
| Q3 2026 | $2.1M | 20.1K | — | — |
| Q3 2026 | $5.3M | 86.4K | — | — |
| Q3 2026 | $5.2M | 91.7K | — | — |
| Q3 2026 | $84K | 253 | — | — |
| Q2 2026 | $4K | 40 | — | — |
| Q2 2026 | $2.3M | 20.5K | — | — |
| Q2 2026 | $5.5M | 89.4K | — | — |
| Q2 2026 | $5.2M | 92.0K | — | — |
| Q2 2026 | $83K | 253 | — | — |
| Q1 2026 | $1.7M | 20.8K | — | — |
| Q1 2026 | $4.8M | 85.9K | — | — |
| Q1 2026 | $5M | 88.3K | — | — |
| Q1 2026 | $74K | 253 | — | — |
| Q4 2025 | $2M | 22.1K | — | — |
| Q4 2025 | $5M | 86.4K | — | — |
| Q4 2025 | $5.1M | 89.5K | — | — |
| Q4 2025 | $83K | 258 | — | — |
| Q3 2025 | $2.1M | 22.4K | — | — |
| Q3 2025 | $5M | 87.7K | — | — |
| Q3 2025 | $5.2M | 91.1K | — | — |
| Q3 2025 | $93K | 296 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B