Back to JPM-PM
Accurate Wealth Management, LLC → JPM-PM
Accurate Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
17
Latest value
$329K
Q3 2026
Peak value
$14M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.1M |
| Q4 2025 | $1.1M |
| Q4 2025 | $369K |
| Q1 2026 | $11.4M |
| Q1 2026 | $1.4M |
| Q1 2026 | $607K |
| Q1 2026 | $369K |
| Q1 2026 | $275K |
| Q2 2026 | $13M |
| Q2 2026 | $1.4M |
| Q2 2026 | $740K |
| Q2 2026 | $276K |
| Q3 2026 | $14M |
| Q3 2026 | $1.1M |
| Q3 2026 | $673K |
| Q3 2026 | $204K |
| Q3 2026 | $329K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $329K | 5.4K | — | — |
| Q3 2026 | $204K | 4.1K | — | — |
| Q3 2026 | $673K | 11.8K | — | — |
| Q3 2026 | $1.1M | 24.9K | — | — |
| Q3 2026 | $14M | 42.2K | — | — |
| Q2 2026 | $276K | 4.6K | — | — |
| Q2 2026 | $740K | 13.1K | — | — |
| Q2 2026 | $1.4M | 30.6K | — | — |
| Q2 2026 | $13M | 38.7K | — | — |
| Q1 2026 | $275K | 4.8K | — | — |
| Q1 2026 | $369K | 7.3K | — | — |
| Q1 2026 | $607K | 10.5K | — | — |
| Q1 2026 | $1.4M | 30.7K | — | — |
| Q1 2026 | $11.4M | 36.8K | — | — |
| Q4 2025 | $369K | 7.3K | — | — |
| Q4 2025 | $1.1M | 24.6K | — | — |
| Q4 2025 | $12.1M | 36.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B