Back to JPM-PM
YHB Investment Advisors, Inc. → JPM-PM
YHB Investment Advisors, Inc. JPM-PM Position History
JPM-PM
Quarters held
16
Latest value
$1.3M
Q3 2026
Peak value
$22.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $16.5M |
| Q4 2025 | $5.9M |
| Q4 2025 | $22M |
| Q4 2025 | $1M |
| Q1 2026 | $15.4M |
| Q1 2026 | $6.3M |
| Q1 2026 | $22.5M |
| Q1 2026 | $1M |
| Q2 2026 | $18.3M |
| Q2 2026 | $8.4M |
| Q2 2026 | $20.8M |
| Q2 2026 | $1.2M |
| Q3 2026 | $18.8M |
| Q3 2026 | $8.3M |
| Q3 2026 | $20M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 13.8K | — | — |
| Q3 2026 | $20M | 397.9K | — | — |
| Q3 2026 | $8.3M | 163.5K | — | — |
| Q3 2026 | $18.8M | 56.7K | — | — |
| Q2 2026 | $1.2M | 12.0K | — | — |
| Q2 2026 | $20.8M | 411.7K | — | — |
| Q2 2026 | $8.4M | 165.6K | — | — |
| Q2 2026 | $18.3M | 55.8K | — | — |
| Q1 2026 | $1M | 12.1K | — | — |
| Q1 2026 | $22.5M | 444.1K | — | — |
| Q1 2026 | $6.3M | 124.4K | — | — |
| Q1 2026 | $15.4M | 52.4K | — | — |
| Q4 2025 | $1M | 11.1K | — | — |
| Q4 2025 | $22M | 434.0K | — | — |
| Q4 2025 | $5.9M | 116.0K | — | — |
| Q4 2025 | $16.5M | 51.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B