Back to JPM-PM
JAMISON PRIVATE WEALTH MANAGEMENT, INC. → JPM-PM
JAMISON PRIVATE WEALTH MANAGEMENT, INC. JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$619K
Q3 2026
Peak value
$19.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $18M |
| Q4 2025 | $530K |
| Q1 2026 | $16.6M |
| Q1 2026 | $514K |
| Q2 2026 | $18.7M |
| Q2 2026 | $606K |
| Q3 2026 | $19.1M |
| Q3 2026 | $619K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $619K | 8.4K | — | — |
| Q3 2026 | $19.1M | 57.6K | — | — |
| Q2 2026 | $606K | 8.4K | — | — |
| Q2 2026 | $18.7M | 57.1K | — | — |
| Q1 2026 | $514K | 8.4K | — | — |
| Q1 2026 | $16.6M | 56.3K | — | — |
| Q4 2025 | $530K | 8.4K | — | — |
| Q4 2025 | $18M | 55.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B