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Aureum Wealth Management, LLC → JPM-PM
Aureum Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
6
Latest value
$465K
Q3 2026
Peak value
$6.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.8M |
| Q1 2026 | $6.3M |
| Q2 2026 | $6.6M |
| Q2 2026 | $398K |
| Q3 2026 | $6.7M |
| Q3 2026 | $465K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $465K | 7.6K | — | — |
| Q3 2026 | $6.7M | 119.4K | — | — |
| Q2 2026 | $398K | 6.5K | — | — |
| Q2 2026 | $6.6M | 117.2K | — | — |
| Q1 2026 | $6.3M | 112.0K | — | — |
| Q4 2025 | $4.8M | 83.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B