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William Mack & Associates, Inc. → JPM-PM
William Mack & Associates, Inc. JPM-PM Position History
JPM-PM
Quarters held
18
Latest value
$114K
Q3 2026
Peak value
$4.4M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $884K |
| Q4 2024 | $450K |
| Q1 2025 | $905K |
| Q1 2025 | $741K |
| Q2 2025 | $1.1M |
| Q2 2025 | $1.1M |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.3M |
| Q4 2025 | $1.2M |
| Q4 2025 | $1.2M |
| Q1 2026 | $726K |
| Q1 2026 | $1.3M |
| Q2 2026 | $1.2M |
| Q2 2026 | $2.3M |
| Q3 2026 | $1.2M |
| Q3 2026 | $4.4M |
| Q3 2026 | $37K |
| Q3 2026 | $114K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $114K | 2.6K | — | — |
| Q3 2026 | $37K | 660 | — | — |
| Q3 2026 | $4.4M | 98.7K | — | — |
| Q3 2026 | $1.2M | 3.6K | — | — |
| Q2 2026 | $2.3M | 50.5K | — | — |
| Q2 2026 | $1.2M | 3.7K | — | — |
| Q1 2026 | $1.3M | 27.6K | — | — |
| Q1 2026 | $726K | 2.5K | — | — |
| Q4 2025 | $1.2M | 26.9K | — | — |
| Q4 2025 | $1.2M | 3.6K | — | — |
| Q3 2025 | $1.3M | 27.8K | — | — |
| Q3 2025 | $1.1M | 3.6K | — | — |
| Q2 2025 | $1.1M | 23.5K | — | — |
| Q2 2025 | $1.1M | 3.8K | — | — |
| Q1 2025 | $741K | 16.1K | — | — |
| Q1 2025 | $905K | 3.7K | — | — |
| Q4 2024 | $450K | 9.9K | — | — |
| Q4 2024 | $884K | 3.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B