Back to JPM-PM
Choice Wealth Advisors LLC → JPM-PM
Choice Wealth Advisors LLC JPM-PM Position History
JPM-PM
Quarters held
22
Latest value
$16.9M
Q3 2026
Peak value
$25.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $22.1M |
| Q3 2025 | $611K |
| Q3 2025 | $301K |
| Q3 2025 | $11.3M |
| Q4 2025 | $22.5M |
| Q4 2025 | $461K |
| Q4 2025 | $301K |
| Q4 2025 | $16M |
| Q4 2025 | $11.5M |
| Q1 2026 | $22.9M |
| Q1 2026 | $456K |
| Q1 2026 | $301K |
| Q1 2026 | $11.9M |
| Q2 2026 | $25.2M |
| Q2 2026 | $463K |
| Q2 2026 | $301K |
| Q2 2026 | $11.9M |
| Q3 2026 | $25.2M |
| Q3 2026 | $434K |
| Q3 2026 | $298K |
| Q3 2026 | $588K |
| Q3 2026 | $16.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.9M | 328.3K | — | — |
| Q3 2026 | $588K | 11.7K | — | — |
| Q3 2026 | $298K | 5.9K | — | — |
| Q3 2026 | $434K | 9.1K | — | — |
| Q3 2026 | $25.2M | 306.9K | — | — |
| Q2 2026 | $11.9M | 235.2K | — | — |
| Q2 2026 | $301K | 5.9K | — | — |
| Q2 2026 | $463K | 9.1K | — | — |
| Q2 2026 | $25.2M | 305.6K | — | — |
| Q1 2026 | $11.9M | 234.9K | — | — |
| Q1 2026 | $301K | 5.9K | — | — |
| Q1 2026 | $456K | 9.1K | — | — |
| Q1 2026 | $22.9M | 302.8K | — | — |
| Q4 2025 | $11.5M | 226.8K | — | — |
| Q4 2025 | $16M | 338.6K | — | — |
| Q4 2025 | $301K | 5.9K | — | — |
| Q4 2025 | $461K | 9.1K | — | — |
| Q4 2025 | $22.5M | 300.7K | — | — |
| Q3 2025 | $11.3M | 223.2K | — | — |
| Q3 2025 | $301K | 5.9K | — | — |
| Q3 2025 | $611K | 12.1K | — | — |
| Q3 2025 | $22.1M | 300.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B