Back to JPM-PM
Arista Wealth Management, LLC → JPM-PM
Arista Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
5
Latest value
$13.1M
Q3 2026
Peak value
$13.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.6M |
| Q4 2025 | $12.4M |
| Q1 2026 | $11.9M |
| Q2 2026 | $13.2M |
| Q3 2026 | $13.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.1M | 39.6K | — | — |
| Q2 2026 | $13.2M | 40.5K | — | — |
| Q1 2026 | $11.9M | 40.4K | — | — |
| Q4 2025 | $12.4M | 38.6K | — | — |
| Q3 2025 | $12.6M | 40.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B