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Marin Bay Wealth Advisors, LLC → JPM-PM

Marin Bay Wealth Advisors, LLC JPM-PM Position History

JPM-PM

Quarters held
5
Latest value
$4M
Q3 2026
Peak value
$4.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.9M
Q1 2026$3.5M
Q2 2026$4.4M
Q2 2026$3.9M
Q3 2026$4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4M12.1K——
Q2 2026$3.9M12.0K——
Q2 2026$4.4M13.5K——
Q1 2026$3.5M13.4K——
Q4 2025$3.9M12.0K——

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