Back to JPM-PM
Blake Schutter Theil Wealth Advisors, LLC → JPM-PM
Blake Schutter Theil Wealth Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $319K |
| Q3 2025 | $1.3M |
| Q4 2025 | $318K |
| Q4 2025 | $1.3M |
| Q1 2026 | $319K |
| Q1 2026 | $1.2M |
| Q2 2026 | $319K |
| Q2 2026 | $1.3M |
| Q3 2026 | $318K |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 4.2K | — | — |
| Q3 2026 | $318K | 13.9K | — | — |
| Q2 2026 | $1.3M | 4.1K | — | — |
| Q2 2026 | $319K | 13.9K | — | — |
| Q1 2026 | $1.2M | 4.1K | — | — |
| Q1 2026 | $319K | 13.9K | — | — |
| Q4 2025 | $1.3M | 4.0K | — | — |
| Q4 2025 | $318K | 13.9K | — | — |
| Q3 2025 | $1.3M | 4.1K | — | — |
| Q3 2025 | $319K | 13.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B