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Westover Capital Advisors, LLC → JPM-PM
Westover Capital Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$307K
Q3 2026
Peak value
$14.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.2M |
| Q3 2025 | $341K |
| Q4 2025 | $13.9M |
| Q4 2025 | $339K |
| Q1 2026 | $12.4M |
| Q1 2026 | $313K |
| Q2 2026 | $13.3M |
| Q2 2026 | $365K |
| Q3 2026 | $14.2M |
| Q3 2026 | $307K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $307K | 4.2K | — | — |
| Q3 2026 | $14.2M | 42.8K | — | — |
| Q2 2026 | $365K | 5.1K | — | — |
| Q2 2026 | $13.3M | 40.7K | — | — |
| Q1 2026 | $313K | 5.1K | — | — |
| Q1 2026 | $12.4M | 42.3K | — | — |
| Q4 2025 | $339K | 5.4K | — | — |
| Q4 2025 | $13.9M | 43.2K | — | — |
| Q3 2025 | $341K | 5.4K | — | — |
| Q3 2025 | $14.2M | 45.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B