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Avidian Wealth Enterprises, LLC → JPM-PM
Avidian Wealth Enterprises, LLC JPM-PM Position History
JPM-PM
Quarters held
62
Latest value
$525K
Q3 2026
Peak value
$73M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $246K |
| Q3 2025 | $6.6M |
| Q3 2025 | $13.6M |
| Q3 2025 | $717K |
| Q3 2025 | $1.6M |
| Q3 2025 | $21.2M |
| Q3 2025 | $13.1M |
| Q3 2025 | $31.1M |
| Q3 2025 | $45.3M |
| Q3 2025 | $1.7M |
| Q3 2025 | $2.5M |
| Q3 2025 | $478K |
| Q4 2025 | $236K |
| Q4 2025 | $6.7M |
| Q4 2025 | $14.1M |
| Q4 2025 | $769K |
| Q4 2025 | $1.9M |
| Q4 2025 | $21.6M |
| Q4 2025 | $12.6M |
| Q4 2025 | $33.2M |
| Q4 2025 | $46.9M |
| Q4 2025 | $1.7M |
| Q4 2025 | $2.9M |
| Q4 2025 | $449K |
| Q1 2026 | $236K |
| Q1 2026 | $11.9M |
| Q1 2026 | $10.7M |
| Q1 2026 | $759K |
| Q1 2026 | $798K |
| Q1 2026 | $2.4M |
| Q1 2026 | $23.8M |
| Q1 2026 | $12.6M |
| Q1 2026 | $36.3M |
| Q1 2026 | $58.3M |
| Q1 2026 | $6M |
| Q1 2026 | $3.2M |
| Q1 2026 | $397K |
| Q2 2026 | $271K |
| Q2 2026 | $13.5M |
| Q2 2026 | $11.8M |
| Q2 2026 | $805K |
| Q2 2026 | $810K |
| Q2 2026 | $2.5M |
| Q2 2026 | $25.5M |
| Q2 2026 | $11.1M |
| Q2 2026 | $37.8M |
| Q2 2026 | $70.9M |
| Q2 2026 | $8.5M |
| Q2 2026 | $3.3M |
| Q2 2026 | $557K |
| Q3 2026 | $14.1M |
| Q3 2026 | $11.5M |
| Q3 2026 | $816K |
| Q3 2026 | $817K |
| Q3 2026 | $3M |
| Q3 2026 | $22.9M |
| Q3 2026 | $11.5M |
| Q3 2026 | $37M |
| Q3 2026 | $73M |
| Q3 2026 | $12.7M |
| Q3 2026 | $3.6M |
| Q3 2026 | $525K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $525K | 5.0K | — | — |
| Q3 2026 | $3.6M | 59.0K | — | — |
| Q3 2026 | $12.7M | 253.1K | — | — |
| Q3 2026 | $73M | 989.3K | — | — |
| Q3 2026 | $37M | 827.2K | — | — |
| Q3 2026 | $11.5M | 227.4K | — | — |
| Q3 2026 | $22.9M | 481.1K | — | — |
| Q3 2026 | $3M | 52.6K | — | — |
| Q3 2026 | $817K | 12.9K | — | — |
| Q3 2026 | $816K | 8.1K | — | — |
| Q3 2026 | $11.5M | 146.7K | — | — |
| Q3 2026 | $14.1M | 42.5K | — | — |
| Q2 2026 | $557K | 5.0K | — | — |
| Q2 2026 | $3.3M | 53.6K | — | — |
| Q2 2026 | $8.5M | 167.7K | — | — |
| Q2 2026 | $70.9M | 980.7K | — | — |
| Q2 2026 | $37.8M | 805.7K | — | — |
| Q2 2026 | $11.1M | 218.3K | — | — |
| Q2 2026 | $25.5M | 504.0K | — | — |
| Q2 2026 | $2.5M | 44.1K | — | — |
| Q2 2026 | $810K | 12.9K | — | — |
| Q2 2026 | $805K | 8.1K | — | — |
| Q2 2026 | $11.8M | 156.9K | — | — |
| Q2 2026 | $13.5M | 41.2K | — | — |
| Q2 2026 | $271K | 11.8K | — | — |
| Q1 2026 | $397K | 5.0K | — | — |
| Q1 2026 | $3.2M | 57.7K | — | — |
| Q1 2026 | $6M | 119.1K | — | — |
| Q1 2026 | $58.3M | 950.2K | — | — |
| Q1 2026 | $36.3M | 772.0K | — | — |
| Q1 2026 | $12.6M | 246.2K | — | — |
| Q1 2026 | $23.8M | 476.7K | — | — |
| Q1 2026 | $2.4M | 42.8K | — | — |
| Q1 2026 | $798K | 12.8K | — | — |
| Q1 2026 | $759K | 8.1K | — | — |
| Q1 2026 | $10.7M | 154.9K | — | — |
| Q1 2026 | $11.9M | 40.5K | — | — |
| Q1 2026 | $236K | 10.3K | — | — |
| Q4 2025 | $449K | 5.0K | — | — |
| Q4 2025 | $2.9M | 49.5K | — | — |
| Q4 2025 | $1.7M | 34.5K | — | — |
| Q4 2025 | $46.9M | 742.7K | — | — |
| Q4 2025 | $33.2M | 701.2K | — | — |
| Q4 2025 | $12.6M | 247.6K | — | — |
| Q4 2025 | $21.6M | 427.0K | — | — |
| Q4 2025 | $1.9M | 32.8K | — | — |
| Q4 2025 | $769K | 8.3K | — | — |
| Q4 2025 | $14.1M | 213.4K | — | — |
| Q4 2025 | $6.7M | 20.7K | — | — |
| Q4 2025 | $236K | 10.3K | — | — |
| Q3 2025 | $478K | 5.2K | — | — |
| Q3 2025 | $2.5M | 43.9K | — | — |
| Q3 2025 | $1.7M | 33.3K | — | — |
| Q3 2025 | $45.3M | 720.7K | — | — |
| Q3 2025 | $31.1M | 654.2K | — | — |
| Q3 2025 | $13.1M | 255.9K | — | — |
| Q3 2025 | $21.2M | 419.3K | — | — |
| Q3 2025 | $1.6M | 28.7K | — | — |
| Q3 2025 | $717K | 8.2K | — | — |
| Q3 2025 | $13.6M | 205.6K | — | — |
| Q3 2025 | $6.6M | 20.9K | — | — |
| Q3 2025 | $246K | 10.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B