Back to JPM-PM
AVAII WEALTH MANAGEMENT, LLC → JPM-PM
AVAII WEALTH MANAGEMENT, LLC JPM-PM Position History
JPM-PM
Quarters held
16
Latest value
$15M
Q3 2026
Peak value
$15M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.4M |
| Q3 2025 | $540K |
| Q3 2025 | $243K |
| Q3 2025 | $8.2M |
| Q4 2025 | $9M |
| Q4 2025 | $524K |
| Q4 2025 | $9.3M |
| Q1 2026 | $8.5M |
| Q1 2026 | $504K |
| Q1 2026 | $12.4M |
| Q2 2026 | $1.8M |
| Q2 2026 | $494K |
| Q2 2026 | $14.1M |
| Q3 2026 | $1.8M |
| Q3 2026 | $477K |
| Q3 2026 | $15M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15M | 158.2K | — | — |
| Q3 2026 | $477K | 9.4K | — | — |
| Q3 2026 | $1.8M | 5.5K | — | — |
| Q2 2026 | $14.1M | 153.3K | — | — |
| Q2 2026 | $494K | 9.7K | — | — |
| Q2 2026 | $1.8M | 5.4K | — | — |
| Q1 2026 | $12.4M | 144.4K | — | — |
| Q1 2026 | $504K | 9.9K | — | — |
| Q1 2026 | $8.5M | 28.9K | — | — |
| Q4 2025 | $9.3M | 116.2K | — | — |
| Q4 2025 | $524K | 10.3K | — | — |
| Q4 2025 | $9M | 28.1K | — | — |
| Q3 2025 | $8.2M | 108.3K | — | — |
| Q3 2025 | $243K | 4.8K | — | — |
| Q3 2025 | $540K | 10.6K | — | — |
| Q3 2025 | $8.4M | 26.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B