Back to JPM-PM
Amplius Wealth Advisors, LLC → JPM-PM
Amplius Wealth Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
19
Latest value
$621K
Q3 2026
Peak value
$26.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.8M |
| Q4 2025 | $8.4M |
| Q4 2025 | $252K |
| Q4 2025 | $16.9M |
| Q4 2025 | $444K |
| Q1 2026 | $1.6M |
| Q1 2026 | $939K |
| Q1 2026 | $255K |
| Q1 2026 | $19.2M |
| Q1 2026 | $330K |
| Q2 2026 | $2.1M |
| Q2 2026 | $756K |
| Q2 2026 | $251K |
| Q2 2026 | $23.8M |
| Q2 2026 | $427K |
| Q3 2026 | $2.2M |
| Q3 2026 | $735K |
| Q3 2026 | $26.1M |
| Q3 2026 | $621K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $621K | 12.3K | — | — |
| Q3 2026 | $26.1M | 547.8K | — | — |
| Q3 2026 | $735K | 11.6K | — | — |
| Q3 2026 | $2.2M | 6.6K | — | — |
| Q2 2026 | $427K | 8.4K | — | — |
| Q2 2026 | $23.8M | 470.6K | — | — |
| Q2 2026 | $251K | 2.9K | — | — |
| Q2 2026 | $756K | 12.0K | — | — |
| Q2 2026 | $2.1M | 6.3K | — | — |
| Q1 2026 | $330K | 6.5K | — | — |
| Q1 2026 | $19.2M | 384.6K | — | — |
| Q1 2026 | $255K | 3.4K | — | — |
| Q1 2026 | $939K | 15.1K | — | — |
| Q1 2026 | $1.6M | 5.6K | — | — |
| Q4 2025 | $444K | 8.7K | — | — |
| Q4 2025 | $16.9M | 333.9K | — | — |
| Q4 2025 | $252K | 3.4K | — | — |
| Q4 2025 | $8.4M | 137.6K | — | — |
| Q4 2025 | $1.8M | 5.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B