Back to JPM-PM
LYELL WEALTH MANAGEMENT, LP → JPM-PM
LYELL WEALTH MANAGEMENT, LP JPM-PM Position History
JPM-PM
Quarters held
5
Latest value
$34.4M
Q3 2026
Peak value
$34.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $30.5M |
| Q4 2025 | $32.5M |
| Q1 2026 | $29.6M |
| Q2 2026 | $33.9M |
| Q3 2026 | $34.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $34.4M | 103.8K | — | — |
| Q2 2026 | $33.9M | 103.6K | — | — |
| Q1 2026 | $29.6M | 100.6K | — | — |
| Q4 2025 | $32.5M | 100.8K | — | — |
| Q3 2025 | $30.5M | 96.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B