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Valeo Financial Advisors, LLC → JPM-PM
Valeo Financial Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
21
Latest value
$347K
Q3 2026
Peak value
$140.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $48M |
| Q3 2025 | $458K |
| Q3 2025 | $109.8M |
| Q3 2025 | $242K |
| Q4 2025 | $46.3M |
| Q4 2025 | $129K |
| Q4 2025 | $6.2M |
| Q4 2025 | $116.3M |
| Q1 2026 | $38.6M |
| Q1 2026 | $8.3M |
| Q1 2026 | $128.1M |
| Q2 2026 | $42.8M |
| Q2 2026 | $8.5M |
| Q2 2026 | $138.1M |
| Q2 2026 | $201K |
| Q3 2026 | $37.3M |
| Q3 2026 | $1.6M |
| Q3 2026 | $8.6M |
| Q3 2026 | $140.1M |
| Q3 2026 | $300K |
| Q3 2026 | $347K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $347K | 5.7K | — | — |
| Q3 2026 | $300K | 5.9K | — | — |
| Q3 2026 | $140.1M | 3.30M | — | — |
| Q3 2026 | $8.6M | 170.9K | — | — |
| Q3 2026 | $1.6M | 32.6K | — | — |
| Q3 2026 | $37.3M | 112.8K | — | — |
| Q2 2026 | $201K | 3.3K | — | — |
| Q2 2026 | $138.1M | 3.13M | — | — |
| Q2 2026 | $8.5M | 166.7K | — | — |
| Q2 2026 | $42.8M | 130.7K | — | — |
| Q1 2026 | $128.1M | 2.91M | — | — |
| Q1 2026 | $8.3M | 163.7K | — | — |
| Q1 2026 | $38.6M | 131.3K | — | — |
| Q4 2025 | $116.3M | 2.63M | — | — |
| Q4 2025 | $6.2M | 121.9K | — | — |
| Q4 2025 | $129K | 400 | — | — |
| Q4 2025 | $46.3M | 143.6K | — | — |
| Q3 2025 | $242K | 4.2K | — | — |
| Q3 2025 | $109.8M | 2.49M | — | — |
| Q3 2025 | $458K | 8.0K | — | — |
| Q3 2025 | $48M | 152.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B