Back to JPM-PM
BigSur Wealth Management LLC → JPM-PM
BigSur Wealth Management LLC JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$1.6M
Q3 2026
Peak value
$12.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.5M |
| Q3 2025 | $6.6M |
| Q3 2025 | $848K |
| Q4 2025 | $11.8M |
| Q4 2025 | $6.9M |
| Q4 2025 | $903K |
| Q1 2026 | $8.9M |
| Q1 2026 | $6.7M |
| Q1 2026 | $963K |
| Q2 2026 | $12.2M |
| Q2 2026 | $7.3M |
| Q2 2026 | $1M |
| Q3 2026 | $12.2M |
| Q3 2026 | $7.1M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 16.6K | — | — |
| Q3 2026 | $7.1M | 89.9K | — | — |
| Q3 2026 | $12.2M | 36.8K | — | — |
| Q2 2026 | $1M | 11.3K | — | — |
| Q2 2026 | $7.3M | 96.9K | — | — |
| Q2 2026 | $12.2M | 37.3K | — | — |
| Q1 2026 | $963K | 11.3K | — | — |
| Q1 2026 | $6.7M | 97.8K | — | — |
| Q1 2026 | $8.9M | 30.2K | — | — |
| Q4 2025 | $903K | 11.3K | — | — |
| Q4 2025 | $6.9M | 104.0K | — | — |
| Q4 2025 | $11.8M | 36.6K | — | — |
| Q3 2025 | $848K | 11.3K | — | — |
| Q3 2025 | $6.6M | 100.1K | — | — |
| Q3 2025 | $11.5M | 36.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B