Back to JPM-PM
Badgley Phelps Wealth Managers, LLC → JPM-PM
Badgley Phelps Wealth Managers, LLC JPM-PM Position History
JPM-PM
Quarters held
26
Latest value
$283K
Q3 2026
Peak value
$103.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $93.3M |
| Q3 2025 | $20.1M |
| Q3 2025 | $13.7M |
| Q3 2025 | $339K |
| Q3 2025 | $1.9M |
| Q4 2025 | $103.6M |
| Q4 2025 | $19.1M |
| Q4 2025 | $14M |
| Q4 2025 | $301K |
| Q4 2025 | $1.8M |
| Q1 2026 | $81.1M |
| Q1 2026 | $19.5M |
| Q1 2026 | $2.3M |
| Q1 2026 | $297K |
| Q1 2026 | $1.8M |
| Q2 2026 | $89.9M |
| Q2 2026 | $21.6M |
| Q2 2026 | $1.2M |
| Q2 2026 | $294K |
| Q2 2026 | $1.7M |
| Q3 2026 | $89.8M |
| Q3 2026 | $23.4M |
| Q3 2026 | $1.3M |
| Q3 2026 | $321K |
| Q3 2026 | $204K |
| Q3 2026 | $283K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $283K | 5.6K | — | — |
| Q3 2026 | $204K | 4.3K | — | — |
| Q3 2026 | $321K | 5.7K | — | — |
| Q3 2026 | $1.3M | 20.5K | — | — |
| Q3 2026 | $23.4M | 284.7K | — | — |
| Q3 2026 | $89.8M | 271.3K | — | — |
| Q2 2026 | $1.7M | 33.7K | — | — |
| Q2 2026 | $294K | 5.2K | — | — |
| Q2 2026 | $1.2M | 20.7K | — | — |
| Q2 2026 | $21.6M | 261.8K | — | — |
| Q2 2026 | $89.9M | 274.6K | — | — |
| Q1 2026 | $1.8M | 35.8K | — | — |
| Q1 2026 | $297K | 5.2K | — | — |
| Q1 2026 | $2.3M | 39.1K | — | — |
| Q1 2026 | $19.5M | 257.1K | — | — |
| Q1 2026 | $81.1M | 275.8K | — | — |
| Q4 2025 | $1.8M | 36.2K | — | — |
| Q4 2025 | $301K | 5.2K | — | — |
| Q4 2025 | $14M | 248.5K | — | — |
| Q4 2025 | $19.1M | 255.5K | — | — |
| Q4 2025 | $103.6M | 321.6K | — | — |
| Q3 2025 | $1.9M | 37.5K | — | — |
| Q3 2025 | $339K | 5.9K | — | — |
| Q3 2025 | $13.7M | 243.1K | — | — |
| Q3 2025 | $20.1M | 273.6K | — | — |
| Q3 2025 | $93.3M | 295.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B