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WEST PACES ADVISORS INC. → JPM-PM

WEST PACES ADVISORS INC. JPM-PM Position History

JPM-PM

Quarters held
15
Latest value
$7.1M
Q3 2026
Peak value
$8.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.5M
Q3 2025$135K
Q3 2025$7.1M
Q4 2025$3.5M
Q4 2025$135K
Q4 2025$8.4M
Q1 2026$3.2M
Q1 2026$186K
Q1 2026$8.3M
Q2 2026$3.7M
Q2 2026$201K
Q2 2026$8.6M
Q3 2026$3.7M
Q3 2026$20K
Q3 2026$7.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.1M141.0K——
Q3 2026$20K390——
Q3 2026$3.7M11.3K——
Q2 2026$8.6M169.6K——
Q2 2026$201K3.9K——
Q2 2026$3.7M11.2K——
Q1 2026$8.3M163.4K——
Q1 2026$186K3.6K——
Q1 2026$3.2M11.0K——
Q4 2025$8.4M166.9K——
Q4 2025$135K2.6K——
Q4 2025$3.5M11.0K——
Q3 2025$7.1M139.2K——
Q3 2025$135K2.6K——
Q3 2025$3.5M11.0K——

Other funds holding JPM-PM

Other WEST PACES ADVISORS INC. positions

VGES

VANGUARD S&P 500 ETF

$79.7M
VGES

VANGUARD S&P 500 ETF

$76.8M
VGES

VANGUARD INDEX FDS

$68.4M
VGES

VANGUARD INDEX FDS

$66.1M
VGES

VANGUARD INDEX FDS

$65.9M
ETHA

ISHARES CORE S&P MID-CAP ETF

$65.7M
ETHA

ISHARES CORE S&P MID-CAP ETF

$60.8M
ETHA

ISHARES TR

$56.8M