Back to JPM-PM
IVC Wealth Advisors LLC → JPM-PM
IVC Wealth Advisors LLC JPM-PM Position History
JPM-PM
Quarters held
16
Latest value
$9.6M
Q3 2026
Peak value
$12.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q4 2025 | $11.6M |
| Q4 2025 | $209K |
| Q4 2025 | $7.8M |
| Q1 2026 | $1.1M |
| Q1 2026 | $12.4M |
| Q1 2026 | $203K |
| Q1 2026 | $8.4M |
| Q2 2026 | $1.2M |
| Q2 2026 | $12.6M |
| Q2 2026 | $203K |
| Q2 2026 | $9.3M |
| Q3 2026 | $979K |
| Q3 2026 | $12.6M |
| Q3 2026 | $301K |
| Q3 2026 | $9.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.6M | 156.6K | — | — |
| Q3 2026 | $301K | 6.0K | — | — |
| Q3 2026 | $12.6M | 224.5K | — | — |
| Q3 2026 | $979K | 3.0K | — | — |
| Q2 2026 | $9.3M | 151.7K | — | — |
| Q2 2026 | $203K | 4.0K | — | — |
| Q2 2026 | $12.6M | 223.0K | — | — |
| Q2 2026 | $1.2M | 3.6K | — | — |
| Q1 2026 | $8.4M | 151.5K | — | — |
| Q1 2026 | $203K | 4.0K | — | — |
| Q1 2026 | $12.4M | 219.5K | — | — |
| Q1 2026 | $1.1M | 3.6K | — | — |
| Q4 2025 | $7.8M | 134.8K | — | — |
| Q4 2025 | $209K | 4.1K | — | — |
| Q4 2025 | $11.6M | 202.8K | — | — |
| Q4 2025 | $1.1M | 3.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B