Back to JPM-PM
Bernardo Wealth Planning LLC → JPM-PM
Bernardo Wealth Planning LLC JPM-PM Position History
JPM-PM
Quarters held
20
Latest value
$20.8M
Q3 2026
Peak value
$36.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $801K |
| Q4 2025 | $13.7M |
| Q4 2025 | $18.6M |
| Q4 2025 | $1.8M |
| Q4 2025 | $13.4M |
| Q1 2026 | $779K |
| Q1 2026 | $14.2M |
| Q1 2026 | $17.3M |
| Q1 2026 | $2.1M |
| Q1 2026 | $12M |
| Q2 2026 | $864K |
| Q2 2026 | $17.1M |
| Q2 2026 | $15.7M |
| Q2 2026 | $2.1M |
| Q2 2026 | $13.7M |
| Q3 2026 | $1.8M |
| Q3 2026 | $36.4M |
| Q3 2026 | $34.7M |
| Q3 2026 | $4.2M |
| Q3 2026 | $20.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.8M | 340.2K | — | — |
| Q3 2026 | $4.2M | 88.8K | — | — |
| Q3 2026 | $34.7M | 617.8K | — | — |
| Q3 2026 | $36.4M | 809.9K | — | — |
| Q3 2026 | $1.8M | 5.4K | — | — |
| Q2 2026 | $13.7M | 222.1K | — | — |
| Q2 2026 | $2.1M | 41.5K | — | — |
| Q2 2026 | $15.7M | 277.6K | — | — |
| Q2 2026 | $17.1M | 371.9K | — | — |
| Q2 2026 | $864K | 2.6K | — | — |
| Q1 2026 | $12M | 215.9K | — | — |
| Q1 2026 | $2.1M | 41.6K | — | — |
| Q1 2026 | $17.3M | 304.7K | — | — |
| Q1 2026 | $14.2M | 308.6K | — | — |
| Q1 2026 | $779K | 2.6K | — | — |
| Q4 2025 | $13.4M | 230.1K | — | — |
| Q4 2025 | $1.8M | 35.7K | — | — |
| Q4 2025 | $18.6M | 324.2K | — | — |
| Q4 2025 | $13.7M | 296.5K | — | — |
| Q4 2025 | $801K | 2.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B