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Bradley & Co. Private Wealth Management, LLC → JPM-PM
Bradley & Co. Private Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$11K
Q3 2026
Peak value
$12.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.4M |
| Q3 2025 | $916K |
| Q4 2025 | $12.1M |
| Q4 2025 | $290K |
| Q1 2026 | $11.5M |
| Q1 2026 | $16K |
| Q2 2026 | $12.9M |
| Q2 2026 | $11K |
| Q3 2026 | $11.2M |
| Q3 2026 | $11K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11K | 33 | — | — |
| Q3 2026 | $11.2M | 33.8K | — | — |
| Q2 2026 | $11K | 33 | — | — |
| Q2 2026 | $12.9M | 39.3K | — | — |
| Q1 2026 | $16K | 55 | — | — |
| Q1 2026 | $11.5M | 39.2K | — | — |
| Q4 2025 | $290K | 900 | — | — |
| Q4 2025 | $12.1M | 37.6K | — | — |
| Q3 2025 | $916K | 2.9K | — | — |
| Q3 2025 | $11.4M | 36.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B