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Whitegate Investment Counselors, Inc. → JPM-PM
Whitegate Investment Counselors, Inc. JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$9.3M
Q3 2026
Peak value
$9.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.9M |
| Q4 2025 | $9.2M |
| Q4 2025 | $7M |
| Q1 2026 | $2.8M |
| Q1 2026 | $8.9M |
| Q1 2026 | $7.5M |
| Q2 2026 | $2.8M |
| Q2 2026 | $8.4M |
| Q2 2026 | $9.4M |
| Q3 2026 | $2.1M |
| Q3 2026 | $5M |
| Q3 2026 | $9.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.3M | 207.5K | — | — |
| Q3 2026 | $5M | 99.5K | — | — |
| Q3 2026 | $2.1M | 43.1K | — | — |
| Q2 2026 | $9.4M | 199.6K | — | — |
| Q2 2026 | $8.4M | 164.4K | — | — |
| Q2 2026 | $2.8M | 54.6K | — | — |
| Q1 2026 | $7.5M | 159.0K | — | — |
| Q1 2026 | $8.9M | 174.0K | — | — |
| Q1 2026 | $2.8M | 56.5K | — | — |
| Q4 2025 | $7M | 148.4K | — | — |
| Q4 2025 | $9.2M | 180.8K | — | — |
| Q4 2025 | $2.9M | 57.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B