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Center for Wealth Management Advisory → JPM-PM
Center for Wealth Management Advisory JPM-PM Position History
JPM-PM
Quarters held
4
Latest value
$2.2M
Q3 2026
Peak value
$2.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $325K |
| Q1 2026 | $297K |
| Q2 2026 | $331K |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 6.6K | — | — |
| Q2 2026 | $331K | 1.0K | — | — |
| Q1 2026 | $297K | 1.0K | — | — |
| Q4 2025 | $325K | 1.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B