Back to JPM-PM
BALDWIN WEALTH PARTNERS LLC/MA → JPM-PM
BALDWIN WEALTH PARTNERS LLC/MA JPM-PM Position History
JPM-PM
Quarters held
5
Latest value
$28.4M
Q3 2026
Peak value
$30.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $29.2M |
| Q4 2025 | $30.9M |
| Q1 2026 | $24.9M |
| Q2 2026 | $28.2M |
| Q3 2026 | $28.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28.4M | 85.9K | — | — |
| Q2 2026 | $28.2M | 86.0K | — | — |
| Q1 2026 | $24.9M | 84.7K | — | — |
| Q4 2025 | $30.9M | 95.8K | — | — |
| Q3 2025 | $29.2M | 92.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B