Back to JPM-PM
Broadway Wealth Solutions, Inc. → JPM-PM
Broadway Wealth Solutions, Inc. JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$4.6M
Q3 2026
Peak value
$8.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $689K |
| Q3 2025 | $6.5M |
| Q3 2025 | $4.1M |
| Q4 2025 | $698K |
| Q4 2025 | $6.9M |
| Q4 2025 | $4M |
| Q1 2026 | $671K |
| Q1 2026 | $7.3M |
| Q1 2026 | $3.8M |
| Q2 2026 | $755K |
| Q2 2026 | $8M |
| Q2 2026 | $4.6M |
| Q3 2026 | $751K |
| Q3 2026 | $8.4M |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 47.6K | — | — |
| Q3 2026 | $8.4M | 180.4K | — | — |
| Q3 2026 | $751K | 2.3K | — | — |
| Q2 2026 | $4.6M | 46.6K | — | — |
| Q2 2026 | $8M | 165.6K | — | — |
| Q2 2026 | $755K | 2.3K | — | — |
| Q1 2026 | $3.8M | 45.0K | — | — |
| Q1 2026 | $7.3M | 152.7K | — | — |
| Q1 2026 | $671K | 2.3K | — | — |
| Q4 2025 | $4M | 43.2K | — | — |
| Q4 2025 | $6.9M | 141.3K | — | — |
| Q4 2025 | $698K | 2.2K | — | — |
| Q3 2025 | $4.1M | 43.9K | — | — |
| Q3 2025 | $6.5M | 133.5K | — | — |
| Q3 2025 | $689K | 2.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B