Back to JPM-PM
MBM WEALTH CONSULTANTS, LLC → JPM-PM
MBM WEALTH CONSULTANTS, LLC JPM-PM Position History
JPM-PM
Quarters held
21
Latest value
$28.4M
Q3 2026
Peak value
$30.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.9M |
| Q3 2025 | $13.1M |
| Q3 2025 | $20.1M |
| Q3 2025 | $14.3M |
| Q4 2025 | $1.9M |
| Q4 2025 | $12.1M |
| Q4 2025 | $23.3M |
| Q4 2025 | $15.9M |
| Q1 2026 | $29K |
| Q1 2026 | $1.8M |
| Q1 2026 | $12.1M |
| Q1 2026 | $24.4M |
| Q1 2026 | $17.7M |
| Q2 2026 | $1.9M |
| Q2 2026 | $12.5M |
| Q2 2026 | $28.4M |
| Q2 2026 | $26.8M |
| Q3 2026 | $1.8M |
| Q3 2026 | $12.8M |
| Q3 2026 | $30.5M |
| Q3 2026 | $28.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28.4M | 551.9K | — | — |
| Q3 2026 | $30.5M | 604.6K | — | — |
| Q3 2026 | $12.8M | 252.3K | — | — |
| Q3 2026 | $1.8M | 38.4K | — | — |
| Q2 2026 | $26.8M | 513.4K | — | — |
| Q2 2026 | $28.4M | 561.0K | — | — |
| Q2 2026 | $12.5M | 245.7K | — | — |
| Q2 2026 | $1.9M | 38.4K | — | — |
| Q1 2026 | $17.7M | 339.1K | — | — |
| Q1 2026 | $24.4M | 481.5K | — | — |
| Q1 2026 | $12.1M | 236.6K | — | — |
| Q1 2026 | $1.8M | 36.0K | — | — |
| Q1 2026 | $29K | 100 | — | — |
| Q4 2025 | $15.9M | 304.1K | — | — |
| Q4 2025 | $23.3M | 461.0K | — | — |
| Q4 2025 | $12.1M | 237.5K | — | — |
| Q4 2025 | $1.9M | 37.5K | — | — |
| Q3 2025 | $14.3M | 272.7K | — | — |
| Q3 2025 | $20.1M | 395.9K | — | — |
| Q3 2025 | $13.1M | 256.8K | — | — |
| Q3 2025 | $1.9M | 36.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B