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JGP Wealth Management, LLC → JPM-PM
JGP Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
11
Latest value
$728K
Q3 2026
Peak value
$26.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $25.1M |
| Q3 2025 | $4.5M |
| Q4 2025 | $26.3M |
| Q4 2025 | $4.5M |
| Q1 2026 | $23.7M |
| Q1 2026 | $3.9M |
| Q2 2026 | $26.6M |
| Q2 2026 | $3.8M |
| Q3 2026 | $26.8M |
| Q3 2026 | $3.8M |
| Q3 2026 | $728K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $728K | 15.6K | — | — |
| Q3 2026 | $3.8M | 75.8K | — | — |
| Q3 2026 | $26.8M | 80.9K | — | — |
| Q2 2026 | $3.8M | 76.1K | — | — |
| Q2 2026 | $26.6M | 81.3K | — | — |
| Q1 2026 | $3.9M | 77.5K | — | — |
| Q1 2026 | $23.7M | 80.4K | — | — |
| Q4 2025 | $4.5M | 89.0K | — | — |
| Q4 2025 | $26.3M | 81.7K | — | — |
| Q3 2025 | $4.5M | 88.3K | — | — |
| Q3 2025 | $25.1M | 81.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B