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Great Point Wealth Advisors, LLC → JPM-PM
Great Point Wealth Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$39.4M
Q3 2026
Peak value
$39.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q3 2025 | $7.1M |
| Q3 2025 | $34.9M |
| Q4 2025 | $1.6M |
| Q4 2025 | $8.3M |
| Q4 2025 | $36.3M |
| Q1 2026 | $1.5M |
| Q1 2026 | $8.3M |
| Q1 2026 | $36.6M |
| Q2 2026 | $1.6M |
| Q2 2026 | $8.2M |
| Q2 2026 | $37.6M |
| Q3 2026 | $1.6M |
| Q3 2026 | $8.1M |
| Q3 2026 | $39.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $39.4M | 782.3K | — | — |
| Q3 2026 | $8.1M | 160.9K | — | — |
| Q3 2026 | $1.6M | 5.0K | — | — |
| Q2 2026 | $37.6M | 744.5K | — | — |
| Q2 2026 | $8.2M | 161.7K | — | — |
| Q2 2026 | $1.6M | 5.0K | — | — |
| Q1 2026 | $36.6M | 723.0K | — | — |
| Q1 2026 | $8.3M | 163.0K | — | — |
| Q1 2026 | $1.5M | 5.0K | — | — |
| Q4 2025 | $36.3M | 718.2K | — | — |
| Q4 2025 | $8.3M | 162.0K | — | — |
| Q4 2025 | $1.6M | 5.0K | — | — |
| Q3 2025 | $34.9M | 687.5K | — | — |
| Q3 2025 | $7.1M | 138.9K | — | — |
| Q3 2025 | $1.6M | 5.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B