Back to JPM-PM
BankPlus Wealth Management LLC → JPM-PM
BankPlus Wealth Management LLC JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$16.9M
Q3 2026
Peak value
$17.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q3 2025 | $7.7M |
| Q3 2025 | $13.6M |
| Q4 2025 | $3.1M |
| Q4 2025 | $8.3M |
| Q4 2025 | $14.6M |
| Q1 2026 | $3.2M |
| Q1 2026 | $9.3M |
| Q1 2026 | $16.7M |
| Q2 2026 | $3.5M |
| Q2 2026 | $9.5M |
| Q2 2026 | $17.4M |
| Q3 2026 | $3.5M |
| Q3 2026 | $8.9M |
| Q3 2026 | $16.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.9M | 377.0K | — | — |
| Q3 2026 | $8.9M | 199.2K | — | — |
| Q3 2026 | $3.5M | 10.6K | — | — |
| Q2 2026 | $17.4M | 371.1K | — | — |
| Q2 2026 | $9.5M | 205.6K | — | — |
| Q2 2026 | $3.5M | 10.6K | — | — |
| Q1 2026 | $16.7M | 355.6K | — | — |
| Q1 2026 | $9.3M | 201.0K | — | — |
| Q1 2026 | $3.2M | 10.8K | — | — |
| Q4 2025 | $14.6M | 307.9K | — | — |
| Q4 2025 | $8.3M | 178.6K | — | — |
| Q4 2025 | $3.1M | 9.6K | — | — |
| Q3 2025 | $13.6M | 286.5K | — | — |
| Q3 2025 | $7.7M | 165.9K | — | — |
| Q3 2025 | $1.1M | 3.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B