Back to JPM-PM
FSM Wealth Advisors, LLC → JPM-PM
FSM Wealth Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
37
Latest value
$521K
Q3 2026
Peak value
$69.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.7M |
| Q4 2025 | $411K |
| Q4 2025 | $313K |
| Q4 2025 | $506K |
| Q4 2025 | $334K |
| Q4 2025 | $258K |
| Q4 2025 | $31.3M |
| Q4 2025 | $9.4M |
| Q4 2025 | $44.7M |
| Q1 2026 | $4.3M |
| Q1 2026 | $374K |
| Q1 2026 | $309K |
| Q1 2026 | $529K |
| Q1 2026 | $338K |
| Q1 2026 | $273K |
| Q1 2026 | $24.3M |
| Q1 2026 | $10.3M |
| Q1 2026 | $55.7M |
| Q2 2026 | $5.1M |
| Q2 2026 | $456K |
| Q2 2026 | $332K |
| Q2 2026 | $535K |
| Q2 2026 | $321K |
| Q2 2026 | $275K |
| Q2 2026 | $25.9M |
| Q2 2026 | $10.4M |
| Q2 2026 | $66.7M |
| Q2 2026 | $524K |
| Q3 2026 | $5.2M |
| Q3 2026 | $298K |
| Q3 2026 | $527K |
| Q3 2026 | $301K |
| Q3 2026 | $279K |
| Q3 2026 | $26.6M |
| Q3 2026 | $10.8M |
| Q3 2026 | $69.9M |
| Q3 2026 | $521K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $521K | 8.5K | — | — |
| Q3 2026 | $69.9M | 1.50M | — | — |
| Q3 2026 | $10.8M | 215.7K | — | — |
| Q3 2026 | $26.6M | 524.6K | — | — |
| Q3 2026 | $279K | 4.6K | — | — |
| Q3 2026 | $301K | 3.0K | — | — |
| Q3 2026 | $527K | 6.7K | — | — |
| Q3 2026 | $298K | 4.0K | — | — |
| Q3 2026 | $5.2M | 15.8K | — | — |
| Q2 2026 | $524K | 8.5K | — | — |
| Q2 2026 | $66.7M | 1.38M | — | — |
| Q2 2026 | $10.4M | 206.6K | — | — |
| Q2 2026 | $25.9M | 508.8K | — | — |
| Q2 2026 | $275K | 4.6K | — | — |
| Q2 2026 | $321K | 3.2K | — | — |
| Q2 2026 | $535K | 7.1K | — | — |
| Q2 2026 | $332K | 4.3K | — | — |
| Q2 2026 | $456K | 9.9K | — | — |
| Q2 2026 | $5.1M | 15.6K | — | — |
| Q1 2026 | $55.7M | 1.16M | — | — |
| Q1 2026 | $10.3M | 204.3K | — | — |
| Q1 2026 | $24.3M | 477.1K | — | — |
| Q1 2026 | $273K | 4.6K | — | — |
| Q1 2026 | $338K | 3.6K | — | — |
| Q1 2026 | $529K | 7.7K | — | — |
| Q1 2026 | $309K | 4.3K | — | — |
| Q1 2026 | $374K | 8.1K | — | — |
| Q1 2026 | $4.3M | 14.7K | — | — |
| Q4 2025 | $44.7M | 916.9K | — | — |
| Q4 2025 | $9.4M | 185.0K | — | — |
| Q4 2025 | $31.3M | 615.1K | — | — |
| Q4 2025 | $258K | 4.6K | — | — |
| Q4 2025 | $334K | 3.6K | — | — |
| Q4 2025 | $506K | 7.7K | — | — |
| Q4 2025 | $313K | 4.3K | — | — |
| Q4 2025 | $411K | 8.9K | — | — |
| Q4 2025 | $4.7M | 14.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B