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Winter & Associates, Inc. → JPM-PM

Winter & Associates, Inc. JPM-PM Position History

JPM-PM

Quarters held
8
Latest value
$6.3M
Q3 2026
Peak value
$6.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$414K
Q4 2025$2.2M
Q1 2026$368K
Q1 2026$3.4M
Q2 2026$408K
Q2 2026$6M
Q3 2026$458K
Q3 2026$6.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.3M134.9K——
Q3 2026$458K1.4K——
Q2 2026$6M125.0K——
Q2 2026$408K1.2K——
Q1 2026$3.4M70.4K——
Q1 2026$368K1.2K——
Q4 2025$2.2M44.8K——
Q4 2025$414K1.3K——

Other funds holding JPM-PM

Other Winter & Associates, Inc. positions

VSH

VICTORY PORTFOLIOS II

$19.9M
VSH

VICTORY PORTFOLIOS II

$18M
VSH

VICTORY PORTFOLIOS II

$10M
QCOM

PACER FDS TR

$9.9M
MSFT

DIMENSIONAL ETF TRUST

$8.8M
QCOM

PACER FDS TR

$8.1M
MSFT

DIMENSIONAL ETF TRUST

$7.7M
VSH

VICTORY PORTFOLIOS II

$6.7M