Back to JPM-PM
Higgins & Schmidt Wealth Strategies LLC → JPM-PM
Higgins & Schmidt Wealth Strategies LLC JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$3M
Q3 2026
Peak value
$3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $309K |
| Q4 2025 | $2.6M |
| Q4 2025 | $2.2M |
| Q1 2026 | $275K |
| Q1 2026 | $2.3M |
| Q1 2026 | $2.2M |
| Q2 2026 | $307K |
| Q2 2026 | $2.4M |
| Q2 2026 | $277K |
| Q3 2026 | $316K |
| Q3 2026 | $835K |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 58.6K | — | — |
| Q3 2026 | $835K | 17.5K | — | — |
| Q3 2026 | $316K | 955 | — | — |
| Q2 2026 | $277K | 5.4K | — | — |
| Q2 2026 | $2.4M | 46.9K | — | — |
| Q2 2026 | $307K | 937 | — | — |
| Q1 2026 | $2.2M | 42.8K | — | — |
| Q1 2026 | $2.3M | 46.5K | — | — |
| Q1 2026 | $275K | 936 | — | — |
| Q4 2025 | $2.2M | 42.8K | — | — |
| Q4 2025 | $2.6M | 51.4K | — | — |
| Q4 2025 | $309K | 958 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B