Back to JPM-PM
Core Wealth Partners LLC → JPM-PM
Core Wealth Partners LLC JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$3.1M
Q3 2026
Peak value
$3.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.7M |
| Q4 2025 | $3.8M |
| Q4 2025 | $345K |
| Q1 2026 | $3.5M |
| Q1 2026 | $372K |
| Q2 2026 | $3.5M |
| Q2 2026 | $212K |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 9.5K | — | — |
| Q2 2026 | $212K | 3.8K | — | — |
| Q2 2026 | $3.5M | 10.7K | — | — |
| Q1 2026 | $372K | 6.6K | — | — |
| Q1 2026 | $3.5M | 11.9K | — | — |
| Q4 2025 | $345K | 6.0K | — | — |
| Q4 2025 | $3.8M | 11.9K | — | — |
| Q3 2025 | $3.7M | 11.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B