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Connecticut Wealth Management, LLC → JPM-PM
Connecticut Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$9M
Q3 2026
Peak value
$46.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.9M |
| Q3 2025 | $8.8M |
| Q4 2025 | $30.4M |
| Q4 2025 | $9.3M |
| Q1 2026 | $41.2M |
| Q1 2026 | $8M |
| Q1 2026 | $293K |
| Q2 2026 | $44.1M |
| Q2 2026 | $8.9M |
| Q2 2026 | $292K |
| Q3 2026 | $46.9M |
| Q3 2026 | $9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9M | 27.2K | — | — |
| Q3 2026 | $46.9M | 2.05M | — | — |
| Q2 2026 | $292K | 5.2K | — | — |
| Q2 2026 | $8.9M | 27.2K | — | — |
| Q2 2026 | $44.1M | 1.92M | — | — |
| Q1 2026 | $293K | 5.2K | — | — |
| Q1 2026 | $8M | 27.3K | — | — |
| Q1 2026 | $41.2M | 1.80M | — | — |
| Q4 2025 | $9.3M | 28.9K | — | — |
| Q4 2025 | $30.4M | 1.33M | — | — |
| Q3 2025 | $8.8M | 27.9K | — | — |
| Q3 2025 | $23.9M | 1.04M | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B