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Legacy Wealth Management, LLC → JPM-PM
Legacy Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
9
Latest value
$1.8M
Q3 2026
Peak value
$190.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $176.6M |
| Q4 2025 | $82.5M |
| Q1 2026 | $182.1M |
| Q1 2026 | $84.3M |
| Q2 2026 | $190.5M |
| Q2 2026 | $1.8M |
| Q3 2026 | $6.7M |
| Q3 2026 | $175.5M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 35.4K | — | — |
| Q3 2026 | $175.5M | 3.92M | — | — |
| Q3 2026 | $6.7M | 141.1K | — | — |
| Q2 2026 | $1.8M | 35.1K | — | — |
| Q2 2026 | $190.5M | 4.06M | — | — |
| Q1 2026 | $84.3M | 1.67M | — | — |
| Q1 2026 | $182.1M | 3.87M | — | — |
| Q4 2025 | $82.5M | 1.63M | — | — |
| Q4 2025 | $176.6M | 3.73M | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B