Back to JPM-PM
Base Wealth Management LLC → JPM-PM
Base Wealth Management LLC JPM-PM Position History
JPM-PM
Quarters held
33
Latest value
$4.3M
Q3 2026
Peak value
$8.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7M |
| Q4 2025 | $4.4M |
| Q4 2025 | $5.6M |
| Q4 2025 | $686K |
| Q4 2025 | $1.7M |
| Q1 2026 | $7.3M |
| Q1 2026 | $5M |
| Q1 2026 | $7.2M |
| Q1 2026 | $455K |
| Q1 2026 | $829K |
| Q1 2026 | $1.7M |
| Q1 2026 | $3.7M |
| Q2 2026 | $8.4M |
| Q2 2026 | $5.7M |
| Q2 2026 | $8.4M |
| Q2 2026 | $547K |
| Q2 2026 | $1M |
| Q2 2026 | $2.2M |
| Q2 2026 | $4M |
| Q3 2026 | $8.9M |
| Q3 2026 | $8.9M |
| Q3 2026 | $5.6M |
| Q3 2026 | $5.6M |
| Q3 2026 | $8M |
| Q3 2026 | $8M |
| Q3 2026 | $559K |
| Q3 2026 | $559K |
| Q3 2026 | $2.9M |
| Q3 2026 | $2.9M |
| Q3 2026 | $2.3M |
| Q3 2026 | $2.3M |
| Q3 2026 | $4.3M |
| Q3 2026 | $4.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.3M | 44.8K | — | — |
| Q3 2026 | $4.3M | 44.8K | — | — |
| Q3 2026 | $2.3M | 22.1K | — | — |
| Q3 2026 | $2.3M | 22.1K | — | — |
| Q3 2026 | $2.9M | 47.7K | — | — |
| Q3 2026 | $2.9M | 47.7K | — | — |
| Q3 2026 | $559K | 7.6K | — | — |
| Q3 2026 | $559K | 7.6K | — | — |
| Q3 2026 | $8M | 179.5K | — | — |
| Q3 2026 | $8M | 179.5K | — | — |
| Q3 2026 | $5.6M | 98.8K | — | — |
| Q3 2026 | $5.6M | 98.8K | — | — |
| Q3 2026 | $8.9M | 108.6K | — | — |
| Q3 2026 | $8.9M | 108.6K | — | — |
| Q2 2026 | $4M | 43.3K | — | — |
| Q2 2026 | $2.2M | 20.0K | — | — |
| Q2 2026 | $1M | 17.1K | — | — |
| Q2 2026 | $547K | 7.6K | — | — |
| Q2 2026 | $8.4M | 179.3K | — | — |
| Q2 2026 | $5.7M | 100.4K | — | — |
| Q2 2026 | $8.4M | 101.5K | — | — |
| Q1 2026 | $3.7M | 42.9K | — | — |
| Q1 2026 | $1.7M | 21.6K | — | — |
| Q1 2026 | $829K | 14.9K | — | — |
| Q1 2026 | $455K | 7.4K | — | — |
| Q1 2026 | $7.2M | 152.3K | — | — |
| Q1 2026 | $5M | 89.0K | — | — |
| Q1 2026 | $7.3M | 96.8K | — | — |
| Q4 2025 | $1.7M | 18.9K | — | — |
| Q4 2025 | $686K | 10.9K | — | — |
| Q4 2025 | $5.6M | 118.5K | — | — |
| Q4 2025 | $4.4M | 77.6K | — | — |
| Q4 2025 | $7M | 93.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B