Back to JPM-PM
BKM Wealth Management, LLC → JPM-PM
BKM Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
14
Latest value
$276K
Q3 2026
Peak value
$6.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.3M |
| Q4 2025 | $1.8M |
| Q4 2025 | $1.7M |
| Q1 2026 | $5.7M |
| Q1 2026 | $2M |
| Q1 2026 | $1.7M |
| Q1 2026 | $208K |
| Q2 2026 | $6.9M |
| Q2 2026 | $1.3M |
| Q2 2026 | $1.5M |
| Q3 2026 | $6.1M |
| Q3 2026 | $2.1M |
| Q3 2026 | $1.9M |
| Q3 2026 | $276K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $276K | 5.5K | — | — |
| Q3 2026 | $1.9M | 33.7K | — | — |
| Q3 2026 | $2.1M | 33.1K | — | — |
| Q3 2026 | $6.1M | 18.5K | — | — |
| Q2 2026 | $1.5M | 26.4K | — | — |
| Q2 2026 | $1.3M | 21.4K | — | — |
| Q2 2026 | $6.9M | 21.0K | — | — |
| Q1 2026 | $208K | 4.1K | — | — |
| Q1 2026 | $1.7M | 30.6K | — | — |
| Q1 2026 | $2M | 31.8K | — | — |
| Q1 2026 | $5.7M | 19.5K | — | — |
| Q4 2025 | $1.7M | 30.5K | — | — |
| Q4 2025 | $1.8M | 30.3K | — | — |
| Q4 2025 | $6.3M | 19.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B