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Massachusetts Wealth Management → JPM-PM
Massachusetts Wealth Management JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$16.2M
Q3 2026
Peak value
$16.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.4M |
| Q4 2025 | $10.9M |
| Q1 2026 | $6M |
| Q1 2026 | $12.8M |
| Q2 2026 | $6.7M |
| Q2 2026 | $14M |
| Q3 2026 | $5.8M |
| Q3 2026 | $16.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.2M | 321.0K | — | — |
| Q3 2026 | $5.8M | 17.6K | — | — |
| Q2 2026 | $14M | 277.5K | — | — |
| Q2 2026 | $6.7M | 20.4K | — | — |
| Q1 2026 | $12.8M | 252.3K | — | — |
| Q1 2026 | $6M | 20.4K | — | — |
| Q4 2025 | $10.9M | 216.2K | — | — |
| Q4 2025 | $6.4M | 19.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B