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High Net Worth Advisory Group LLC → JPM-PM
High Net Worth Advisory Group LLC JPM-PM Position History
JPM-PM
Quarters held
32
Latest value
$920K
Q3 2026
Peak value
$10.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.2M |
| Q3 2025 | $10.2M |
| Q3 2025 | $709K |
| Q3 2025 | $610K |
| Q3 2025 | $6M |
| Q3 2025 | $825K |
| Q4 2025 | $3.2M |
| Q4 2025 | $9.5M |
| Q4 2025 | $1M |
| Q4 2025 | $784K |
| Q4 2025 | $6.5M |
| Q4 2025 | $866K |
| Q1 2026 | $2.8M |
| Q1 2026 | $9.3M |
| Q1 2026 | $1000K |
| Q1 2026 | $763K |
| Q1 2026 | $6.4M |
| Q1 2026 | $812K |
| Q2 2026 | $3.1M |
| Q2 2026 | $8.3M |
| Q2 2026 | $1M |
| Q2 2026 | $901K |
| Q2 2026 | $6.9M |
| Q2 2026 | $209K |
| Q2 2026 | $939K |
| Q3 2026 | $3.2M |
| Q3 2026 | $8.3M |
| Q3 2026 | $952K |
| Q3 2026 | $922K |
| Q3 2026 | $6.9M |
| Q3 2026 | $209K |
| Q3 2026 | $920K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $920K | 9.5K | — | — |
| Q3 2026 | $209K | 3.8K | — | — |
| Q3 2026 | $6.9M | 112.1K | — | — |
| Q3 2026 | $922K | 12.5K | — | — |
| Q3 2026 | $952K | 20.0K | — | — |
| Q3 2026 | $8.3M | 147.2K | — | — |
| Q3 2026 | $3.2M | 9.6K | — | — |
| Q2 2026 | $939K | 9.5K | — | — |
| Q2 2026 | $209K | 3.8K | — | — |
| Q2 2026 | $6.9M | 112.1K | — | — |
| Q2 2026 | $901K | 12.5K | — | — |
| Q2 2026 | $1M | 20.0K | — | — |
| Q2 2026 | $8.3M | 147.6K | — | — |
| Q2 2026 | $3.1M | 9.5K | — | — |
| Q1 2026 | $812K | 9.6K | — | — |
| Q1 2026 | $6.4M | 115.4K | — | — |
| Q1 2026 | $763K | 12.4K | — | — |
| Q1 2026 | $1000K | 20.0K | — | — |
| Q1 2026 | $9.3M | 163.9K | — | — |
| Q1 2026 | $2.8M | 9.4K | — | — |
| Q4 2025 | $866K | 9.3K | — | — |
| Q4 2025 | $6.5M | 112.4K | — | — |
| Q4 2025 | $784K | 12.4K | — | — |
| Q4 2025 | $1M | 20.0K | — | — |
| Q4 2025 | $9.5M | 166.3K | — | — |
| Q4 2025 | $3.2M | 10.0K | — | — |
| Q3 2025 | $825K | 8.8K | — | — |
| Q3 2025 | $6M | 104.7K | — | — |
| Q3 2025 | $610K | 9.7K | — | — |
| Q3 2025 | $709K | 14.0K | — | — |
| Q3 2025 | $10.2M | 179.4K | — | — |
| Q3 2025 | $3.2M | 10.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B