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WESTCO ADVISORY SERVICES INC /ADV → JPM-PM

WESTCO ADVISORY SERVICES INC /ADV JPM-PM Position History

JPM-PM

Quarters held
4
Latest value
$9.6M
Q3 2026
Peak value
$9.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.9M
Q1 2026$8.9M
Q2 2026$9.5M
Q3 2026$9.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.6M29.1K——
Q2 2026$9.5M29.2K——
Q1 2026$8.9M30.4K——
Q4 2025$9.9M30.9K——

Other funds holding JPM-PM

Other WESTCO ADVISORY SERVICES INC /ADV positions

SPY

STATE STR SPDR S&P 500 ETF T

$28.1M
SPY

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$27.7M
SPY

STATE STR SPDR S&P 500 ETF T

$27.7M
SPY

STATE STR SPDR S&P 500 ETF T

$25.8M
AAPL

APPLE INC

$19.3M
AAPL

APPLE INC

$17M
AAPL

APPLE INC

$17M
GS-PD

GOLDMAN SACHS GROUP INC

$15.5M