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Elmwood Wealth Management, Inc. → JPM-PM
Elmwood Wealth Management, Inc. JPM-PM Position History
JPM-PM
Quarters held
25
Latest value
$1M
Q3 2026
Peak value
$15.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.2M |
| Q3 2025 | $7.4M |
| Q3 2025 | $7.2M |
| Q3 2025 | $3.8M |
| Q4 2025 | $3.2M |
| Q4 2025 | $7.9M |
| Q4 2025 | $7.3M |
| Q4 2025 | $3.9M |
| Q1 2026 | $2.9M |
| Q1 2026 | $205K |
| Q1 2026 | $7.5M |
| Q1 2026 | $9.5M |
| Q1 2026 | $5.1M |
| Q2 2026 | $3.4M |
| Q2 2026 | $810K |
| Q2 2026 | $7.6M |
| Q2 2026 | $9.8M |
| Q2 2026 | $5.4M |
| Q2 2026 | $1M |
| Q3 2026 | $3.4M |
| Q3 2026 | $422K |
| Q3 2026 | $7.4M |
| Q3 2026 | $15.5M |
| Q3 2026 | $5.3M |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 17.0K | — | — |
| Q3 2026 | $5.3M | 114.0K | — | — |
| Q3 2026 | $15.5M | 307.8K | — | — |
| Q3 2026 | $7.4M | 147.1K | — | — |
| Q3 2026 | $422K | 7.5K | — | — |
| Q3 2026 | $3.4M | 10.2K | — | — |
| Q2 2026 | $1M | 16.7K | — | — |
| Q2 2026 | $5.4M | 111.0K | — | — |
| Q2 2026 | $9.8M | 194.4K | — | — |
| Q2 2026 | $7.6M | 149.4K | — | — |
| Q2 2026 | $810K | 14.3K | — | — |
| Q2 2026 | $3.4M | 10.3K | — | — |
| Q1 2026 | $5.1M | 107.0K | — | — |
| Q1 2026 | $9.5M | 188.3K | — | — |
| Q1 2026 | $7.5M | 147.2K | — | — |
| Q1 2026 | $205K | 3.6K | — | — |
| Q1 2026 | $2.9M | 9.8K | — | — |
| Q4 2025 | $3.9M | 79.8K | — | — |
| Q4 2025 | $7.3M | 143.8K | — | — |
| Q4 2025 | $7.9M | 154.3K | — | — |
| Q4 2025 | $3.2M | 10.0K | — | — |
| Q3 2025 | $3.8M | 77.0K | — | — |
| Q3 2025 | $7.2M | 141.2K | — | — |
| Q3 2025 | $7.4M | 145.6K | — | — |
| Q3 2025 | $3.2M | 10.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B