Back to JPM-PM
Cerro Pacific Wealth Advisors LLC → JPM-PM
Cerro Pacific Wealth Advisors LLC JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$11.9M
Q3 2026
Peak value
$19.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.1M |
| Q3 2025 | $14.9M |
| Q4 2025 | $4.1M |
| Q4 2025 | $15.6M |
| Q1 2026 | $3.6M |
| Q1 2026 | $18.5M |
| Q2 2026 | $3.9M |
| Q2 2026 | $19.7M |
| Q3 2026 | $3.9M |
| Q3 2026 | $11.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.9M | 236.5K | — | — |
| Q3 2026 | $3.9M | 11.9K | — | — |
| Q2 2026 | $19.7M | 389.0K | — | — |
| Q2 2026 | $3.9M | 12.0K | — | — |
| Q1 2026 | $18.5M | 365.4K | — | — |
| Q1 2026 | $3.6M | 12.1K | — | — |
| Q4 2025 | $15.6M | 308.3K | — | — |
| Q4 2025 | $4.1M | 12.7K | — | — |
| Q3 2025 | $14.9M | 294.0K | — | — |
| Q3 2025 | $4.1M | 12.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B