Back to JPM-PM
Bell & Brown Wealth Advisors, LLC → JPM-PM
Bell & Brown Wealth Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
6
Latest value
$10M
Q3 2026
Peak value
$10.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.6M |
| Q4 2025 | $10.6M |
| Q4 2025 | $10.6M |
| Q1 2026 | $9.5M |
| Q2 2026 | $10.5M |
| Q3 2026 | $10M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10M | 30.3K | — | — |
| Q2 2026 | $10.5M | 32.1K | — | — |
| Q1 2026 | $9.5M | 32.3K | — | — |
| Q4 2025 | $10.6M | 32.8K | — | — |
| Q4 2025 | $10.6M | 32.8K | — | — |
| Q3 2025 | $10.6M | 33.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B