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Dodds Wealth, LLC JPM-PM Position History
JPM-PM
Quarters held
9
Latest value
$7M
Q3 2026
Peak value
$11.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $475K |
| Q4 2025 | $453K |
| Q4 2025 | $6.6M |
| Q1 2026 | $414K |
| Q1 2026 | $10.1M |
| Q2 2026 | $506K |
| Q2 2026 | $11.2M |
| Q3 2026 | $512K |
| Q3 2026 | $7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7M | 146.2K | — | — |
| Q3 2026 | $512K | 1.5K | — | — |
| Q2 2026 | $11.2M | 220.4K | — | — |
| Q2 2026 | $506K | 1.5K | — | — |
| Q1 2026 | $10.1M | 202.2K | — | — |
| Q1 2026 | $414K | 1.4K | — | — |
| Q4 2025 | $6.6M | 131.6K | — | — |
| Q4 2025 | $453K | 1.4K | — | — |
| Q3 2025 | $475K | 1.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B