Back to JPM-PM
Alpha Omega Wealth Management LLC → JPM-PM
Alpha Omega Wealth Management LLC JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$40.6M
Q3 2026
Peak value
$41.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.2M |
| Q4 2025 | $1.8M |
| Q4 2025 | $41M |
| Q1 2026 | $9.2M |
| Q1 2026 | $1.8M |
| Q1 2026 | $41.2M |
| Q2 2026 | $10M |
| Q2 2026 | $1.8M |
| Q2 2026 | $40.3M |
| Q3 2026 | $10.2M |
| Q3 2026 | $2.3M |
| Q3 2026 | $40.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $40.6M | 806.3K | — | — |
| Q3 2026 | $2.3M | 45.1K | — | — |
| Q3 2026 | $10.2M | 30.8K | — | — |
| Q2 2026 | $40.3M | 797.4K | — | — |
| Q2 2026 | $1.8M | 36.1K | — | — |
| Q2 2026 | $10M | 30.5K | — | — |
| Q1 2026 | $41.2M | 814.2K | — | — |
| Q1 2026 | $1.8M | 35.4K | — | — |
| Q1 2026 | $9.2M | 31.2K | — | — |
| Q4 2025 | $41M | 810.5K | — | — |
| Q4 2025 | $1.8M | 35.4K | — | — |
| Q4 2025 | $10.2M | 31.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B