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Clarity Wealth Advisors, LLC → JPM-PM
Clarity Wealth Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
25
Latest value
$3.3M
Q3 2026
Peak value
$12.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.6M |
| Q3 2025 | $3.8M |
| Q3 2025 | $9.1M |
| Q3 2025 | $1.4M |
| Q3 2025 | $2.4M |
| Q4 2025 | $10.8M |
| Q4 2025 | $3.8M |
| Q4 2025 | $10.6M |
| Q4 2025 | $1.3M |
| Q4 2025 | $2.5M |
| Q1 2026 | $9.9M |
| Q1 2026 | $3.5M |
| Q1 2026 | $11.5M |
| Q1 2026 | $1.3M |
| Q1 2026 | $2.7M |
| Q2 2026 | $11M |
| Q2 2026 | $3.5M |
| Q2 2026 | $12.3M |
| Q2 2026 | $1.3M |
| Q2 2026 | $3.2M |
| Q3 2026 | $11.1M |
| Q3 2026 | $3.5M |
| Q3 2026 | $12M |
| Q3 2026 | $1.2M |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 54.0K | — | — |
| Q3 2026 | $1.2M | 24.4K | — | — |
| Q3 2026 | $12M | 267.2K | — | — |
| Q3 2026 | $3.5M | 62.3K | — | — |
| Q3 2026 | $11.1M | 33.5K | — | — |
| Q2 2026 | $3.2M | 51.4K | — | — |
| Q2 2026 | $1.3M | 26.3K | — | — |
| Q2 2026 | $12.3M | 262.6K | — | — |
| Q2 2026 | $3.5M | 62.8K | — | — |
| Q2 2026 | $11M | 33.5K | — | — |
| Q1 2026 | $2.7M | 49.5K | — | — |
| Q1 2026 | $1.3M | 26.6K | — | — |
| Q1 2026 | $11.5M | 244.8K | — | — |
| Q1 2026 | $3.5M | 61.7K | — | — |
| Q1 2026 | $9.9M | 33.6K | — | — |
| Q4 2025 | $2.5M | 42.5K | — | — |
| Q4 2025 | $1.3M | 26.6K | — | — |
| Q4 2025 | $10.6M | 224.0K | — | — |
| Q4 2025 | $3.8M | 66.0K | — | — |
| Q4 2025 | $10.8M | 33.5K | — | — |
| Q3 2025 | $2.4M | 41.8K | — | — |
| Q3 2025 | $1.4M | 27.6K | — | — |
| Q3 2025 | $9.1M | 191.2K | — | — |
| Q3 2025 | $3.8M | 66.1K | — | — |
| Q3 2025 | $10.6M | 33.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B