Back to JPM-PM
Capital Advisors Wealth Management, LLC → JPM-PM
Capital Advisors Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
49
Latest value
$1.8M
Q3 2026
Peak value
$42.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.6M |
| Q3 2025 | $24.9M |
| Q3 2025 | $6.4M |
| Q3 2025 | $1.8M |
| Q3 2025 | $709K |
| Q3 2025 | $2.4M |
| Q3 2025 | $536K |
| Q3 2025 | $21.3M |
| Q3 2025 | $220K |
| Q4 2025 | $3.8M |
| Q4 2025 | $30M |
| Q4 2025 | $7M |
| Q4 2025 | $2.5M |
| Q4 2025 | $5.2M |
| Q4 2025 | $2.6M |
| Q4 2025 | $556K |
| Q4 2025 | $22.5M |
| Q4 2025 | $300K |
| Q4 2025 | $559K |
| Q1 2026 | $3.5M |
| Q1 2026 | $30.3M |
| Q1 2026 | $7.4M |
| Q1 2026 | $3.6M |
| Q1 2026 | $7.1M |
| Q1 2026 | $2.7M |
| Q1 2026 | $551K |
| Q1 2026 | $22.6M |
| Q1 2026 | $287K |
| Q1 2026 | $1M |
| Q2 2026 | $4M |
| Q2 2026 | $32.8M |
| Q2 2026 | $7.3M |
| Q2 2026 | $3.9M |
| Q2 2026 | $6.6M |
| Q2 2026 | $2.9M |
| Q2 2026 | $597K |
| Q2 2026 | $21.6M |
| Q2 2026 | $474K |
| Q2 2026 | $1.2M |
| Q3 2026 | $4.1M |
| Q3 2026 | $42.6M |
| Q3 2026 | $7.4M |
| Q3 2026 | $2.5M |
| Q3 2026 | $8.7M |
| Q3 2026 | $3.3M |
| Q3 2026 | $563K |
| Q3 2026 | $32.3M |
| Q3 2026 | $670K |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 18.9K | — | — |
| Q3 2026 | $670K | 10.9K | — | — |
| Q3 2026 | $32.3M | 641.5K | — | — |
| Q3 2026 | $563K | 7.6K | — | — |
| Q3 2026 | $3.3M | 72.7K | — | — |
| Q3 2026 | $8.7M | 172.5K | — | — |
| Q3 2026 | $2.5M | 51.8K | — | — |
| Q3 2026 | $7.4M | 131.7K | — | — |
| Q3 2026 | $42.6M | 949.9K | — | — |
| Q3 2026 | $4.1M | 12.3K | — | — |
| Q2 2026 | $1.2M | 13.6K | — | — |
| Q2 2026 | $474K | 7.7K | — | — |
| Q2 2026 | $21.6M | 427.8K | — | — |
| Q2 2026 | $597K | 8.3K | — | — |
| Q2 2026 | $2.9M | 62.3K | — | — |
| Q2 2026 | $6.6M | 130.1K | — | — |
| Q2 2026 | $3.9M | 76.1K | — | — |
| Q2 2026 | $7.3M | 129.9K | — | — |
| Q2 2026 | $32.8M | 712.7K | — | — |
| Q2 2026 | $4M | 12.2K | — | — |
| Q1 2026 | $1M | 11.9K | — | — |
| Q1 2026 | $287K | 5.2K | — | — |
| Q1 2026 | $22.6M | 446.6K | — | — |
| Q1 2026 | $551K | 9.0K | — | — |
| Q1 2026 | $2.7M | 57.6K | — | — |
| Q1 2026 | $7.1M | 139.0K | — | — |
| Q1 2026 | $3.6M | 72.3K | — | — |
| Q1 2026 | $7.4M | 130.6K | — | — |
| Q1 2026 | $30.3M | 657.0K | — | — |
| Q1 2026 | $3.5M | 12.0K | — | — |
| Q4 2025 | $559K | 7.0K | — | — |
| Q4 2025 | $300K | 5.2K | — | — |
| Q4 2025 | $22.5M | 445.6K | — | — |
| Q4 2025 | $556K | 8.8K | — | — |
| Q4 2025 | $2.6M | 55.5K | — | — |
| Q4 2025 | $5.2M | 101.4K | — | — |
| Q4 2025 | $2.5M | 50.0K | — | — |
| Q4 2025 | $7M | 121.8K | — | — |
| Q4 2025 | $30M | 648.7K | — | — |
| Q4 2025 | $3.8M | 11.8K | — | — |
| Q3 2025 | $220K | 3.8K | — | — |
| Q3 2025 | $21.3M | 420.2K | — | — |
| Q3 2025 | $536K | 8.5K | — | — |
| Q3 2025 | $2.4M | 50.7K | — | — |
| Q3 2025 | $709K | 13.9K | — | — |
| Q3 2025 | $1.8M | 35.0K | — | — |
| Q3 2025 | $6.4M | 112.3K | — | — |
| Q3 2025 | $24.9M | 536.1K | — | — |
| Q3 2025 | $3.6M | 11.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B