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BAKER TILLY WEALTH MANAGEMENT, LLC → JPM-PM
BAKER TILLY WEALTH MANAGEMENT, LLC JPM-PM Position History
JPM-PM
Quarters held
17
Latest value
$1.2M
Q3 2026
Peak value
$7.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.1M |
| Q3 2025 | $5.7M |
| Q3 2025 | $283K |
| Q4 2025 | $3M |
| Q4 2025 | $6.7M |
| Q4 2025 | $664K |
| Q1 2026 | $2.5M |
| Q1 2026 | $6.5M |
| Q1 2026 | $1.4M |
| Q2 2026 | $2.7M |
| Q2 2026 | $7.6M |
| Q2 2026 | $407K |
| Q2 2026 | $926K |
| Q3 2026 | $2.7M |
| Q3 2026 | $7M |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 23.9K | — | — |
| Q3 2026 | $1.2M | 27.1K | — | — |
| Q3 2026 | $7M | 147.6K | — | — |
| Q3 2026 | $2.7M | 8.0K | — | — |
| Q2 2026 | $926K | 18.3K | — | — |
| Q2 2026 | $407K | 8.7K | — | — |
| Q2 2026 | $7.6M | 149.6K | — | — |
| Q2 2026 | $2.7M | 8.3K | — | — |
| Q1 2026 | $1.4M | 27.8K | — | — |
| Q1 2026 | $6.5M | 130.9K | — | — |
| Q1 2026 | $2.5M | 8.4K | — | — |
| Q4 2025 | $664K | 13.1K | — | — |
| Q4 2025 | $6.7M | 132.3K | — | — |
| Q4 2025 | $3M | 9.2K | — | — |
| Q3 2025 | $283K | 5.6K | — | — |
| Q3 2025 | $5.7M | 112.2K | — | — |
| Q3 2025 | $3.1M | 9.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B