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Leo Wealth, LLC JPM-PM Position History
JPM-PM
Quarters held
24
Latest value
$6.4M
Q3 2026
Peak value
$23.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $383K |
| Q3 2025 | $1.5M |
| Q3 2025 | $14.3M |
| Q3 2025 | $273K |
| Q3 2025 | $2.4M |
| Q4 2025 | $507K |
| Q4 2025 | $2.8M |
| Q4 2025 | $23.5M |
| Q4 2025 | $403K |
| Q4 2025 | $757K |
| Q4 2025 | $830K |
| Q4 2025 | $5M |
| Q4 2025 | $2.5M |
| Q1 2026 | $466K |
| Q1 2026 | $2.3M |
| Q1 2026 | $19.9M |
| Q1 2026 | $524K |
| Q1 2026 | $753K |
| Q1 2026 | $1.1M |
| Q1 2026 | $5.1M |
| Q1 2026 | $2.3M |
| Q1 2026 | $503K |
| Q3 2026 | $1.5M |
| Q3 2026 | $6.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.4M | 78.0K | — | — |
| Q3 2026 | $1.5M | 4.6K | — | — |
| Q1 2026 | $503K | 5.9K | — | — |
| Q1 2026 | $2.3M | 45.4K | — | — |
| Q1 2026 | $5.1M | 108.3K | — | — |
| Q1 2026 | $1.1M | 21.3K | — | — |
| Q1 2026 | $753K | 13.3K | — | — |
| Q1 2026 | $524K | 7.6K | — | — |
| Q1 2026 | $19.9M | 263.3K | — | — |
| Q1 2026 | $2.3M | 7.8K | — | — |
| Q1 2026 | $466K | 20.3K | — | — |
| Q4 2025 | $2.5M | 48.9K | — | — |
| Q4 2025 | $5M | 106.0K | — | — |
| Q4 2025 | $830K | 16.4K | — | — |
| Q4 2025 | $757K | 13.2K | — | — |
| Q4 2025 | $403K | 6.1K | — | — |
| Q4 2025 | $23.5M | 313.8K | — | — |
| Q4 2025 | $2.8M | 8.6K | — | — |
| Q4 2025 | $507K | 22.2K | — | — |
| Q3 2025 | $2.4M | 47.2K | — | — |
| Q3 2025 | $273K | 4.1K | — | — |
| Q3 2025 | $14.3M | 194.0K | — | — |
| Q3 2025 | $1.5M | 4.8K | — | — |
| Q3 2025 | $383K | 16.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B