Back to JPM-PM
HERITAGE OAK WEALTH ADVISORS LLC → JPM-PM
HERITAGE OAK WEALTH ADVISORS LLC JPM-PM Position History
JPM-PM
Quarters held
14
Latest value
$16.3M
Q3 2026
Peak value
$22.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $219K |
| Q3 2025 | $22.6M |
| Q4 2025 | $244K |
| Q4 2025 | $18.1M |
| Q1 2026 | $287K |
| Q1 2026 | $708K |
| Q1 2026 | $10.7M |
| Q2 2026 | $355K |
| Q2 2026 | $204K |
| Q2 2026 | $706K |
| Q2 2026 | $18.7M |
| Q3 2026 | $365K |
| Q3 2026 | $742K |
| Q3 2026 | $16.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.3M | 323.7K | — | — |
| Q3 2026 | $742K | 13.2K | — | — |
| Q3 2026 | $365K | 1.1K | — | — |
| Q2 2026 | $18.7M | 370.0K | — | — |
| Q2 2026 | $706K | 12.5K | — | — |
| Q2 2026 | $204K | 4.4K | — | — |
| Q2 2026 | $355K | 1.1K | — | — |
| Q1 2026 | $10.7M | 210.6K | — | — |
| Q1 2026 | $708K | 12.5K | — | — |
| Q1 2026 | $287K | 976 | — | — |
| Q4 2025 | $18.1M | 356.4K | — | — |
| Q4 2025 | $244K | 757 | — | — |
| Q3 2025 | $22.6M | 445.6K | — | — |
| Q3 2025 | $219K | 694 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B