Back to JPM-PM
BEAM WEALTH ADVISORS, INC. → JPM-PM
BEAM WEALTH ADVISORS, INC. JPM-PM Position History
JPM-PM
Quarters held
16
Latest value
$4M
Q3 2026
Peak value
$15.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.6M |
| Q3 2025 | $1.1M |
| Q4 2025 | $3.6M |
| Q4 2025 | $1.2M |
| Q1 2026 | $8M |
| Q1 2026 | $5.8M |
| Q1 2026 | $2.6M |
| Q2 2026 | $8M |
| Q2 2026 | $14.3M |
| Q2 2026 | $5.8M |
| Q2 2026 | $6.3M |
| Q2 2026 | $2.6M |
| Q2 2026 | $3.7M |
| Q3 2026 | $15.3M |
| Q3 2026 | $7.3M |
| Q3 2026 | $4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4M | 64.6K | — | — |
| Q3 2026 | $7.3M | 129.9K | — | — |
| Q3 2026 | $15.3M | 341.3K | — | — |
| Q2 2026 | $3.7M | 59.6K | — | — |
| Q2 2026 | $2.6M | 47.5K | — | — |
| Q2 2026 | $6.3M | 111.5K | — | — |
| Q2 2026 | $5.8M | 101.7K | — | — |
| Q2 2026 | $14.3M | 309.5K | — | — |
| Q2 2026 | $8M | 173.9K | — | — |
| Q1 2026 | $2.6M | 47.5K | — | — |
| Q1 2026 | $5.8M | 101.7K | — | — |
| Q1 2026 | $8M | 173.9K | — | — |
| Q4 2025 | $1.2M | 20.1K | — | — |
| Q4 2025 | $3.6M | 62.4K | — | — |
| Q3 2025 | $1.1M | 19.9K | — | — |
| Q3 2025 | $3.6M | 62.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B