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Grant Private Wealth Management Inc → JPM-PM
Grant Private Wealth Management Inc JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$1.1M
Q3 2026
Peak value
$3.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.8M |
| Q4 2025 | $1.7M |
| Q4 2025 | $683K |
| Q1 2026 | $2.6M |
| Q1 2026 | $1.7M |
| Q1 2026 | $757K |
| Q2 2026 | $3.1M |
| Q2 2026 | $1.8M |
| Q2 2026 | $1.1M |
| Q3 2026 | $2.8M |
| Q3 2026 | $1.5M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 17.3K | — | — |
| Q3 2026 | $1.5M | 27.0K | — | — |
| Q3 2026 | $2.8M | 8.3K | — | — |
| Q2 2026 | $1.1M | 17.1K | — | — |
| Q2 2026 | $1.8M | 31.9K | — | — |
| Q2 2026 | $3.1M | 9.5K | — | — |
| Q1 2026 | $757K | 13.6K | — | — |
| Q1 2026 | $1.7M | 30.4K | — | — |
| Q1 2026 | $2.6M | 9.0K | — | — |
| Q4 2025 | $683K | 11.8K | — | — |
| Q4 2025 | $1.7M | 30.1K | — | — |
| Q4 2025 | $2.8M | 8.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B