Back to JPM-PM
Forvis Mazars Wealth Advisors, LLC → JPM-PM
Forvis Mazars Wealth Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
20
Latest value
$7.9M
Q3 2026
Peak value
$63.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $20.7M |
| Q3 2025 | $2.6M |
| Q3 2025 | $59.8M |
| Q3 2025 | $1.2M |
| Q4 2025 | $21.4M |
| Q4 2025 | $3.3M |
| Q4 2025 | $62.1M |
| Q4 2025 | $259K |
| Q1 2026 | $19.3M |
| Q1 2026 | $3.7M |
| Q1 2026 | $63.4M |
| Q1 2026 | $759K |
| Q2 2026 | $21.5M |
| Q2 2026 | $4.7M |
| Q2 2026 | $63.6M |
| Q2 2026 | $655K |
| Q3 2026 | $20.9M |
| Q3 2026 | $4.8M |
| Q3 2026 | $62.7M |
| Q3 2026 | $7.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.9M | 156.7K | — | — |
| Q3 2026 | $62.7M | 1.32M | — | — |
| Q3 2026 | $4.8M | 85.2K | — | — |
| Q3 2026 | $20.9M | 63.1K | — | — |
| Q2 2026 | $655K | 12.8K | — | — |
| Q2 2026 | $63.6M | 1.26M | — | — |
| Q2 2026 | $4.7M | 84.0K | — | — |
| Q2 2026 | $21.5M | 65.7K | — | — |
| Q1 2026 | $759K | 14.9K | — | — |
| Q1 2026 | $63.4M | 1.27M | — | — |
| Q1 2026 | $3.7M | 65.3K | — | — |
| Q1 2026 | $19.3M | 65.6K | — | — |
| Q4 2025 | $259K | 5.1K | — | — |
| Q4 2025 | $62.1M | 1.23M | — | — |
| Q4 2025 | $3.3M | 58.1K | — | — |
| Q4 2025 | $21.4M | 66.5K | — | — |
| Q3 2025 | $1.2M | 23.1K | — | — |
| Q3 2025 | $59.8M | 1.18M | — | — |
| Q3 2025 | $2.6M | 45.2K | — | — |
| Q3 2025 | $20.7M | 65.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B