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ARQ WEALTH ADVISORS, LLC → JPM-PM
ARQ WEALTH ADVISORS, LLC JPM-PM Position History
JPM-PM
Quarters held
21
Latest value
$9.8M
Q3 2026
Peak value
$16.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $678K |
| Q3 2025 | $3.7M |
| Q3 2025 | $543K |
| Q4 2025 | $488K |
| Q4 2025 | $4.6M |
| Q4 2025 | $642K |
| Q1 2026 | $489K |
| Q1 2026 | $4.9M |
| Q1 2026 | $968K |
| Q2 2026 | $591K |
| Q2 2026 | $8.9M |
| Q2 2026 | $16.8M |
| Q2 2026 | $2M |
| Q2 2026 | $3.8M |
| Q2 2026 | $9.9M |
| Q3 2026 | $722K |
| Q3 2026 | $9.5M |
| Q3 2026 | $12.7M |
| Q3 2026 | $2.9M |
| Q3 2026 | $667K |
| Q3 2026 | $9.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.8M | 208.9K | — | — |
| Q3 2026 | $667K | 13.2K | — | — |
| Q3 2026 | $2.9M | 39.1K | — | — |
| Q3 2026 | $12.7M | 267.6K | — | — |
| Q3 2026 | $9.5M | 116.0K | — | — |
| Q3 2026 | $722K | 2.2K | — | — |
| Q2 2026 | $9.9M | 207.4K | — | — |
| Q2 2026 | $3.8M | 75.2K | — | — |
| Q2 2026 | $2M | 27.7K | — | — |
| Q2 2026 | $16.8M | 336.2K | — | — |
| Q2 2026 | $8.9M | 107.6K | — | — |
| Q2 2026 | $591K | 1.7K | — | — |
| Q1 2026 | $968K | 15.8K | — | — |
| Q1 2026 | $4.9M | 64.6K | — | — |
| Q1 2026 | $489K | 1.7K | — | — |
| Q4 2025 | $642K | 10.2K | — | — |
| Q4 2025 | $4.6M | 61.0K | — | — |
| Q4 2025 | $488K | 1.5K | — | — |
| Q3 2025 | $543K | 8.6K | — | — |
| Q3 2025 | $3.7M | 50.4K | — | — |
| Q3 2025 | $678K | 2.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B