Back to JPM-PM
LAUREL OAK WEALTH MANAGEMENT, LLC → JPM-PM
LAUREL OAK WEALTH MANAGEMENT, LLC JPM-PM Position History
JPM-PM
Quarters held
14
Latest value
$306K
Q3 2026
Peak value
$14M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.5M |
| Q4 2025 | $433K |
| Q1 2026 | $11.5M |
| Q1 2026 | $343K |
| Q1 2026 | $379K |
| Q2 2026 | $13.4M |
| Q2 2026 | $434K |
| Q2 2026 | $384K |
| Q2 2026 | $250K |
| Q3 2026 | $14M |
| Q3 2026 | $445K |
| Q3 2026 | $716K |
| Q3 2026 | $207K |
| Q3 2026 | $306K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $306K | 5.0K | — | — |
| Q3 2026 | $207K | 4.1K | — | — |
| Q3 2026 | $716K | 15.0K | — | — |
| Q3 2026 | $445K | 7.9K | — | — |
| Q3 2026 | $14M | 42.2K | — | — |
| Q2 2026 | $250K | 4.1K | — | — |
| Q2 2026 | $384K | 7.6K | — | — |
| Q2 2026 | $434K | 7.7K | — | — |
| Q2 2026 | $13.4M | 41.0K | — | — |
| Q1 2026 | $379K | 7.6K | — | — |
| Q1 2026 | $343K | 6.1K | — | — |
| Q1 2026 | $11.5M | 39.2K | — | — |
| Q4 2025 | $433K | 8.6K | — | — |
| Q4 2025 | $11.5M | 35.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B