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Keudell/Morrison Wealth Management → JPM-PM
Keudell/Morrison Wealth Management JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$9.2M
Q3 2026
Peak value
$10.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.9M |
| Q4 2025 | $8.7M |
| Q4 2025 | $1.4M |
| Q1 2026 | $2.8M |
| Q1 2026 | $9.9M |
| Q1 2026 | $214K |
| Q2 2026 | $3.1M |
| Q2 2026 | $10.4M |
| Q2 2026 | $252K |
| Q3 2026 | $3.1M |
| Q3 2026 | $887K |
| Q3 2026 | $9.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.2M | 205.5K | — | — |
| Q3 2026 | $887K | 18.6K | — | — |
| Q3 2026 | $3.1M | 9.4K | — | — |
| Q2 2026 | $252K | 4.9K | — | — |
| Q2 2026 | $10.4M | 204.6K | — | — |
| Q2 2026 | $3.1M | 9.5K | — | — |
| Q1 2026 | $214K | 4.2K | — | — |
| Q1 2026 | $9.9M | 198.9K | — | — |
| Q1 2026 | $2.8M | 9.5K | — | — |
| Q4 2025 | $1.4M | 27.3K | — | — |
| Q4 2025 | $8.7M | 172.6K | — | — |
| Q4 2025 | $2.9M | 8.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B