Back to JPM-PM
Lee, Kelleher & Klein Wealth Management → JPM-PM
Lee, Kelleher & Klein Wealth Management JPM-PM Position History
JPM-PM
Quarters held
7
Latest value
$3.8M
Q3 2026
Peak value
$3.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.7M |
| Q4 2025 | $3.6M |
| Q1 2026 | $3.6M |
| Q2 2026 | $201K |
| Q2 2026 | $3.6M |
| Q3 2026 | $203K |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 75.9K | — | — |
| Q3 2026 | $203K | 615 | — | — |
| Q2 2026 | $3.6M | 70.7K | — | — |
| Q2 2026 | $201K | 615 | — | — |
| Q1 2026 | $3.6M | 70.9K | — | — |
| Q4 2025 | $3.6M | 72.0K | — | — |
| Q3 2025 | $3.7M | 72.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B