Back to JPM-PM
Invera Wealth Advisors, LLC → JPM-PM
Invera Wealth Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
7
Latest value
$5.1M
Q3 2026
Peak value
$5.3M
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $4.2M |
| Q2 2025 | $4.9M |
| Q3 2025 | $5.3M |
| Q4 2025 | $5.2M |
| Q1 2026 | $4.7M |
| Q2 2026 | $5.1M |
| Q3 2026 | $5.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.1M | 15.4K | — | — |
| Q2 2026 | $5.1M | 15.5K | — | — |
| Q1 2026 | $4.7M | 16.0K | — | — |
| Q4 2025 | $5.2M | 16.1K | — | — |
| Q3 2025 | $5.3M | 16.9K | — | — |
| Q2 2025 | $4.9M | 17.1K | — | — |
| Q1 2025 | $4.2M | 17.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B