Back to JPM-PM
FMA Wealth Management, LLC → JPM-PM
FMA Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
27
Latest value
$12.1M
Q3 2026
Peak value
$14.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.6M |
| Q3 2025 | $2.8M |
| Q3 2025 | $3.6M |
| Q3 2025 | $14.7M |
| Q3 2025 | $874K |
| Q3 2025 | $12.4M |
| Q4 2025 | $12.6M |
| Q4 2025 | $2.9M |
| Q4 2025 | $3.7M |
| Q4 2025 | $14.6M |
| Q4 2025 | $470K |
| Q4 2025 | $12.4M |
| Q1 2026 | $12.7M |
| Q1 2026 | $2.9M |
| Q1 2026 | $3.6M |
| Q1 2026 | $14.7M |
| Q1 2026 | $12.4M |
| Q2 2026 | $12.5M |
| Q2 2026 | $2.8M |
| Q2 2026 | $3.4M |
| Q2 2026 | $14.5M |
| Q2 2026 | $12.2M |
| Q3 2026 | $12.6M |
| Q3 2026 | $2.8M |
| Q3 2026 | $3.2M |
| Q3 2026 | $14M |
| Q3 2026 | $12.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.1M | 235.7K | — | — |
| Q3 2026 | $14M | 313.6K | — | — |
| Q3 2026 | $3.2M | 68.3K | — | — |
| Q3 2026 | $2.8M | 50.0K | — | — |
| Q3 2026 | $12.6M | 279.7K | — | — |
| Q2 2026 | $12.2M | 233.5K | — | — |
| Q2 2026 | $14.5M | 308.7K | — | — |
| Q2 2026 | $3.4M | 67.9K | — | — |
| Q2 2026 | $2.8M | 48.9K | — | — |
| Q2 2026 | $12.5M | 272.3K | — | — |
| Q1 2026 | $12.4M | 237.7K | — | — |
| Q1 2026 | $14.7M | 311.7K | — | — |
| Q1 2026 | $3.6M | 71.8K | — | — |
| Q1 2026 | $2.9M | 50.7K | — | — |
| Q1 2026 | $12.7M | 275.3K | — | — |
| Q4 2025 | $12.4M | 236.2K | — | — |
| Q4 2025 | $470K | 9.3K | — | — |
| Q4 2025 | $14.6M | 308.9K | — | — |
| Q4 2025 | $3.7M | 72.8K | — | — |
| Q4 2025 | $2.9M | 50.0K | — | — |
| Q4 2025 | $12.6M | 272.6K | — | — |
| Q3 2025 | $12.4M | 236.8K | — | — |
| Q3 2025 | $874K | 17.2K | — | — |
| Q3 2025 | $14.7M | 308.5K | — | — |
| Q3 2025 | $3.6M | 71.6K | — | — |
| Q3 2025 | $2.8M | 48.9K | — | — |
| Q3 2025 | $12.6M | 271.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B