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Bauman Advisory Group, LLC → JPM-PM
Bauman Advisory Group, LLC JPM-PM Position History
JPM-PM
Quarters held
13
Latest value
$1.2M
Q3 2026
Peak value
$5.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $721K |
| Q4 2025 | $4.6M |
| Q4 2025 | $4.5M |
| Q4 2025 | $1.2M |
| Q1 2026 | $587K |
| Q1 2026 | $4.5M |
| Q1 2026 | $324K |
| Q2 2026 | $679K |
| Q2 2026 | $5.5M |
| Q2 2026 | $543K |
| Q3 2026 | $535K |
| Q3 2026 | $5.8M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 19.8K | — | — |
| Q3 2026 | $5.8M | 103.5K | — | — |
| Q3 2026 | $535K | 1.6K | — | — |
| Q2 2026 | $543K | 8.8K | — | — |
| Q2 2026 | $5.5M | 98.1K | — | — |
| Q2 2026 | $679K | 2.1K | — | — |
| Q1 2026 | $324K | 5.8K | — | — |
| Q1 2026 | $4.5M | 78.6K | — | — |
| Q1 2026 | $587K | 2.0K | — | — |
| Q4 2025 | $1.2M | 20.8K | — | — |
| Q4 2025 | $4.5M | 89.9K | — | — |
| Q4 2025 | $4.6M | 80.8K | — | — |
| Q4 2025 | $721K | 2.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B