Back to JPM-PM
Acorn Wealth Advisors, LLC → JPM-PM
Acorn Wealth Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
33
Latest value
$273K
Q3 2026
Peak value
$5.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4M |
| Q3 2025 | $2.5M |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.6M |
| Q3 2025 | $2.7M |
| Q3 2025 | $307K |
| Q4 2025 | $4.1M |
| Q4 2025 | $2M |
| Q4 2025 | $3.3M |
| Q4 2025 | $1M |
| Q4 2025 | $2.5M |
| Q4 2025 | $307K |
| Q1 2026 | $3.7M |
| Q1 2026 | $1.9M |
| Q1 2026 | $4.1M |
| Q1 2026 | $777K |
| Q1 2026 | $2.2M |
| Q1 2026 | $306K |
| Q1 2026 | $232K |
| Q2 2026 | $4.2M |
| Q2 2026 | $413K |
| Q2 2026 | $5.2M |
| Q2 2026 | $587K |
| Q2 2026 | $1.6M |
| Q2 2026 | $310K |
| Q2 2026 | $264K |
| Q3 2026 | $4.3M |
| Q3 2026 | $417K |
| Q3 2026 | $5.9M |
| Q3 2026 | $568K |
| Q3 2026 | $1.4M |
| Q3 2026 | $281K |
| Q3 2026 | $273K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $273K | 4.5K | — | — |
| Q3 2026 | $281K | 6.3K | — | — |
| Q3 2026 | $1.4M | 28.3K | — | — |
| Q3 2026 | $568K | 7.7K | — | — |
| Q3 2026 | $5.9M | 131.7K | — | — |
| Q3 2026 | $417K | 7.4K | — | — |
| Q3 2026 | $4.3M | 13.1K | — | — |
| Q2 2026 | $264K | 4.3K | — | — |
| Q2 2026 | $310K | 6.7K | — | — |
| Q2 2026 | $1.6M | 32.2K | — | — |
| Q2 2026 | $587K | 8.1K | — | — |
| Q2 2026 | $5.2M | 110.9K | — | — |
| Q2 2026 | $413K | 7.3K | — | — |
| Q2 2026 | $4.2M | 12.8K | — | — |
| Q1 2026 | $232K | 4.2K | — | — |
| Q1 2026 | $306K | 6.7K | — | — |
| Q1 2026 | $2.2M | 42.7K | — | — |
| Q1 2026 | $777K | 12.7K | — | — |
| Q1 2026 | $4.1M | 86.6K | — | — |
| Q1 2026 | $1.9M | 33.9K | — | — |
| Q1 2026 | $3.7M | 12.7K | — | — |
| Q4 2025 | $307K | 6.6K | — | — |
| Q4 2025 | $2.5M | 48.5K | — | — |
| Q4 2025 | $1M | 16.5K | — | — |
| Q4 2025 | $3.3M | 70.3K | — | — |
| Q4 2025 | $2M | 35.3K | — | — |
| Q4 2025 | $4.1M | 12.6K | — | — |
| Q3 2025 | $307K | 6.5K | — | — |
| Q3 2025 | $2.7M | 52.5K | — | — |
| Q3 2025 | $1.6M | 25.4K | — | — |
| Q3 2025 | $1.1M | 22.9K | — | — |
| Q3 2025 | $2.5M | 43.3K | — | — |
| Q3 2025 | $4M | 12.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B