Back to JPM-PM
Clark Wealth Partners → JPM-PM
Clark Wealth Partners JPM-PM Position History
JPM-PM
Quarters held
24
Latest value
$84K
Q3 2026
Peak value
$5.3M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $110K |
| Q4 2024 | $3.7M |
| Q4 2024 | $80K |
| Q1 2025 | $113K |
| Q1 2025 | $4.5M |
| Q1 2025 | $81K |
| Q2 2025 | $135K |
| Q2 2025 | $4.7M |
| Q2 2025 | $82K |
| Q3 2025 | $883K |
| Q3 2025 | $4.5M |
| Q3 2025 | $83K |
| Q4 2025 | $883K |
| Q4 2025 | $4.5M |
| Q4 2025 | $83K |
| Q1 2026 | $84K |
| Q1 2026 | $4.7M |
| Q1 2026 | $83K |
| Q2 2026 | $120K |
| Q2 2026 | $5.1M |
| Q2 2026 | $84K |
| Q3 2026 | $165K |
| Q3 2026 | $5.3M |
| Q3 2026 | $84K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $84K | 1.7K | — | — |
| Q3 2026 | $5.3M | 94.3K | — | — |
| Q3 2026 | $165K | 499 | — | — |
| Q2 2026 | $84K | 1.6K | — | — |
| Q2 2026 | $5.1M | 90.8K | — | — |
| Q2 2026 | $120K | 367 | — | — |
| Q1 2026 | $83K | 1.6K | — | — |
| Q1 2026 | $4.7M | 82.9K | — | — |
| Q1 2026 | $84K | 287 | — | — |
| Q4 2025 | $83K | 1.6K | — | — |
| Q4 2025 | $4.5M | 79.2K | — | — |
| Q4 2025 | $883K | 2.7K | — | — |
| Q3 2025 | $83K | 1.6K | — | — |
| Q3 2025 | $4.5M | 79.2K | — | — |
| Q3 2025 | $883K | 2.7K | — | — |
| Q2 2025 | $82K | 1.6K | — | — |
| Q2 2025 | $4.7M | 82.0K | — | — |
| Q2 2025 | $135K | 467 | — | — |
| Q1 2025 | $81K | 1.6K | — | — |
| Q1 2025 | $4.5M | 78.7K | — | — |
| Q1 2025 | $113K | 462 | — | — |
| Q4 2024 | $80K | 1.6K | — | — |
| Q4 2024 | $3.7M | 64.6K | — | — |
| Q4 2024 | $110K | 460 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B