Back to JPM-PM
Able Wealth Management LLC → JPM-PM
Able Wealth Management LLC JPM-PM Position History
JPM-PM
Quarters held
21
Latest value
$9.8M
Q3 2026
Peak value
$14.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $478K |
| Q3 2025 | $299K |
| Q3 2025 | $3.3M |
| Q3 2025 | $12M |
| Q3 2025 | $378K |
| Q4 2025 | $497K |
| Q4 2025 | $264K |
| Q4 2025 | $4.9M |
| Q4 2025 | $14.3M |
| Q4 2025 | $377K |
| Q1 2026 | $529K |
| Q1 2026 | $261K |
| Q1 2026 | $5.8M |
| Q1 2026 | $13.9M |
| Q2 2026 | $746K |
| Q2 2026 | $4.5M |
| Q2 2026 | $9.3M |
| Q3 2026 | $283K |
| Q3 2026 | $600K |
| Q3 2026 | $2.9M |
| Q3 2026 | $9.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.8M | 130.3K | — | — |
| Q3 2026 | $2.9M | 56.5K | — | — |
| Q3 2026 | $600K | 1.8K | — | — |
| Q3 2026 | $283K | 20.0K | — | — |
| Q2 2026 | $9.3M | 128.2K | — | — |
| Q2 2026 | $4.5M | 88.3K | — | — |
| Q2 2026 | $746K | 2.3K | — | — |
| Q1 2026 | $13.9M | 227.4K | — | — |
| Q1 2026 | $5.8M | 113.6K | — | — |
| Q1 2026 | $261K | 4.6K | — | — |
| Q1 2026 | $529K | 1.8K | — | — |
| Q4 2025 | $377K | 7.5K | — | — |
| Q4 2025 | $14.3M | 226.7K | — | — |
| Q4 2025 | $4.9M | 96.5K | — | — |
| Q4 2025 | $264K | 4.6K | — | — |
| Q4 2025 | $497K | 1.7K | — | — |
| Q3 2025 | $378K | 7.5K | — | — |
| Q3 2025 | $12M | 190.2K | — | — |
| Q3 2025 | $3.3M | 64.6K | — | — |
| Q3 2025 | $299K | 5.2K | — | — |
| Q3 2025 | $478K | 1.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B