Back to JPM-PM
Centerline Wealth Advisors, LLC → JPM-PM
Centerline Wealth Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
16
Latest value
$327K
Q3 2026
Peak value
$7.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $897K |
| Q4 2025 | $7M |
| Q4 2025 | $769K |
| Q4 2025 | $242K |
| Q1 2026 | $786K |
| Q1 2026 | $6.7M |
| Q1 2026 | $626K |
| Q1 2026 | $323K |
| Q2 2026 | $874K |
| Q2 2026 | $7.5M |
| Q2 2026 | $1M |
| Q2 2026 | $229K |
| Q3 2026 | $883K |
| Q3 2026 | $7.5M |
| Q3 2026 | $2.3M |
| Q3 2026 | $327K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $327K | 6.5K | — | — |
| Q3 2026 | $2.3M | 47.6K | — | — |
| Q3 2026 | $7.5M | 91.8K | — | — |
| Q3 2026 | $883K | 2.7K | — | — |
| Q2 2026 | $229K | 4.5K | — | — |
| Q2 2026 | $1M | 20.7K | — | — |
| Q2 2026 | $7.5M | 90.7K | — | — |
| Q2 2026 | $874K | 2.7K | — | — |
| Q1 2026 | $323K | 6.3K | — | — |
| Q1 2026 | $626K | 12.5K | — | — |
| Q1 2026 | $6.7M | 88.8K | — | — |
| Q1 2026 | $786K | 2.7K | — | — |
| Q4 2025 | $242K | 4.8K | — | — |
| Q4 2025 | $769K | 15.2K | — | — |
| Q4 2025 | $7M | 93.0K | — | — |
| Q4 2025 | $897K | 2.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B