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B.A. Schrock Wealth Management, Inc. → JPM-PM
B.A. Schrock Wealth Management, Inc. JPM-PM Position History
JPM-PM
Quarters held
3
Latest value
$3.3M
Q3 2026
Peak value
$6.9M
First seen
Q3 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2026 | $2.3M |
| Q3 2026 | $6.9M |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 54.8K | — | — |
| Q3 2026 | $6.9M | 123.8K | — | — |
| Q3 2026 | $2.3M | 6.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B