Back to JPM-PM
Buck Wealth Strategies, LLC → JPM-PM
Buck Wealth Strategies, LLC JPM-PM Position History
JPM-PM
Quarters held
29
Latest value
$13K
Q3 2026
Peak value
$19.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16.6M |
| Q3 2025 | $231K |
| Q3 2025 | $13.4M |
| Q4 2025 | $17.6M |
| Q4 2025 | $231K |
| Q4 2025 | $14.4M |
| Q1 2026 | $16.4M |
| Q1 2026 | $229K |
| Q1 2026 | $13M |
| Q2 2026 | $125 |
| Q2 2026 | $19.4M |
| Q2 2026 | $28K |
| Q2 2026 | $4K |
| Q2 2026 | $127K |
| Q2 2026 | $232K |
| Q2 2026 | $3K |
| Q2 2026 | $13.5M |
| Q2 2026 | $32K |
| Q3 2026 | $445 |
| Q3 2026 | $18.8M |
| Q3 2026 | $2K |
| Q3 2026 | $29K |
| Q3 2026 | $4K |
| Q3 2026 | $161K |
| Q3 2026 | $102K |
| Q3 2026 | $3K |
| Q3 2026 | $14.3M |
| Q3 2026 | $33K |
| Q3 2026 | $13K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13K | 247 | — | — |
| Q3 2026 | $33K | 535 | — | — |
| Q3 2026 | $14.3M | 283.6K | — | — |
| Q3 2026 | $3K | 44 | — | — |
| Q3 2026 | $102K | 2.1K | — | — |
| Q3 2026 | $161K | 2.9K | — | — |
| Q3 2026 | $4K | 36 | — | — |
| Q3 2026 | $29K | 375 | — | — |
| Q3 2026 | $2K | 20 | — | — |
| Q3 2026 | $18.8M | 56.9K | — | — |
| Q3 2026 | $445 | 30 | — | — |
| Q2 2026 | $32K | 518 | — | — |
| Q2 2026 | $13.5M | 267.2K | — | — |
| Q2 2026 | $3K | 44 | — | — |
| Q2 2026 | $232K | 4.6K | — | — |
| Q2 2026 | $127K | 2.3K | — | — |
| Q2 2026 | $4K | 36 | — | — |
| Q2 2026 | $28K | 375 | — | — |
| Q2 2026 | $19.4M | 59.3K | — | — |
| Q2 2026 | $125 | 30 | — | — |
| Q1 2026 | $13M | 256.7K | — | — |
| Q1 2026 | $229K | 4.6K | — | — |
| Q1 2026 | $16.4M | 55.9K | — | — |
| Q4 2025 | $14.4M | 284.0K | — | — |
| Q4 2025 | $231K | 4.6K | — | — |
| Q4 2025 | $17.6M | 54.5K | — | — |
| Q3 2025 | $13.4M | 264.6K | — | — |
| Q3 2025 | $231K | 4.6K | — | — |
| Q3 2025 | $16.6M | 52.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B