Back to JPM-PM
Avior Wealth Management, LLC → JPM-PM
Avior Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
29
Latest value
$67.8M
Q3 2026
Peak value
$78.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.3M |
| Q3 2025 | $5.8M |
| Q3 2025 | $6M |
| Q3 2025 | $78.2M |
| Q4 2025 | $10.7M |
| Q4 2025 | $3.4M |
| Q4 2025 | $6.6M |
| Q4 2025 | $75M |
| Q1 2026 | $10.2M |
| Q1 2026 | $6.8M |
| Q1 2026 | $4.3M |
| Q1 2026 | $9.4M |
| Q1 2026 | $67M |
| Q2 2026 | $11.2M |
| Q2 2026 | $203K |
| Q2 2026 | $6M |
| Q2 2026 | $3.6M |
| Q2 2026 | $7.1M |
| Q2 2026 | $15.3M |
| Q2 2026 | $67.9M |
| Q3 2026 | $10.6M |
| Q3 2026 | $211K |
| Q3 2026 | $6.4M |
| Q3 2026 | $1.3M |
| Q3 2026 | $4.1M |
| Q3 2026 | $383K |
| Q3 2026 | $6.2M |
| Q3 2026 | $17.8M |
| Q3 2026 | $67.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $67.8M | 702.2K | — | — |
| Q3 2026 | $17.8M | 289.9K | — | — |
| Q3 2026 | $6.2M | 133.1K | — | — |
| Q3 2026 | $383K | 7.6K | — | — |
| Q3 2026 | $4.1M | 55.3K | — | — |
| Q3 2026 | $1.3M | 25.3K | — | — |
| Q3 2026 | $6.4M | 113.4K | — | — |
| Q3 2026 | $211K | 2.7K | — | — |
| Q3 2026 | $10.6M | 32.0K | — | — |
| Q2 2026 | $67.9M | 689.0K | — | — |
| Q2 2026 | $15.3M | 248.3K | — | — |
| Q2 2026 | $7.1M | 146.8K | — | — |
| Q2 2026 | $3.6M | 49.5K | — | — |
| Q2 2026 | $6M | 106.1K | — | — |
| Q2 2026 | $203K | 2.7K | — | — |
| Q2 2026 | $11.2M | 34.2K | — | — |
| Q1 2026 | $67M | 793.1K | — | — |
| Q1 2026 | $9.4M | 168.4K | — | — |
| Q1 2026 | $4.3M | 89.0K | — | — |
| Q1 2026 | $6.8M | 120.7K | — | — |
| Q1 2026 | $10.2M | 34.6K | — | — |
| Q4 2025 | $75M | 807.9K | — | — |
| Q4 2025 | $6.6M | 112.9K | — | — |
| Q4 2025 | $3.4M | 60.0K | — | — |
| Q4 2025 | $10.7M | 33.1K | — | — |
| Q3 2025 | $78.2M | 833.7K | — | — |
| Q3 2025 | $6M | 103.6K | — | — |
| Q3 2025 | $5.8M | 101.5K | — | — |
| Q3 2025 | $11.3M | 35.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B