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Yoffe Investment Management, LLC → JPM-PM
Yoffe Investment Management, LLC JPM-PM Position History
JPM-PM
Quarters held
16
Latest value
$1.1M
Q3 2026
Peak value
$1.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.8M |
| Q4 2025 | $780K |
| Q4 2025 | $357K |
| Q4 2025 | $993K |
| Q1 2026 | $1.6M |
| Q1 2026 | $771K |
| Q1 2026 | $374K |
| Q1 2026 | $991K |
| Q2 2026 | $1.8M |
| Q2 2026 | $828K |
| Q2 2026 | $408K |
| Q2 2026 | $1M |
| Q3 2026 | $1.8M |
| Q3 2026 | $806K |
| Q3 2026 | $426K |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 10.5K | — | — |
| Q3 2026 | $426K | 5.4K | — | — |
| Q3 2026 | $806K | 10.6K | — | — |
| Q3 2026 | $1.8M | 5.6K | — | — |
| Q2 2026 | $1M | 10.5K | — | — |
| Q2 2026 | $408K | 5.4K | — | — |
| Q2 2026 | $828K | 10.6K | — | — |
| Q2 2026 | $1.8M | 5.6K | — | — |
| Q1 2026 | $991K | 10.5K | — | — |
| Q1 2026 | $374K | 5.4K | — | — |
| Q1 2026 | $771K | 10.6K | — | — |
| Q1 2026 | $1.6M | 5.6K | — | — |
| Q4 2025 | $993K | 10.7K | — | — |
| Q4 2025 | $357K | 5.4K | — | — |
| Q4 2025 | $780K | 10.6K | — | — |
| Q4 2025 | $1.8M | 5.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
Other Yoffe Investment Management, LLC positions
VGES
$4.3MVANGUARD SMALL-CAP INDEXFUND ETF SHARES
VGES
$4.1MVANGUARD MORNINGSTAR SMALL-CAP ETF
VGES
$3.8MVANGUARD SMALL-CAP INDEXFUND ETF SHARES
VGES
$3.7MVANGUARD SMALL CAP ETF
IBM
$3.5MIBM CORP
IBM
$3.3MIBM CORP
VGES
$3MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
VGES
$3MVANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES