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MCCARTER PRIVATE WEALTH SERVICES LLC → JPM-PM
MCCARTER PRIVATE WEALTH SERVICES LLC JPM-PM Position History
JPM-PM
Quarters held
18
Latest value
$2.8M
Q3 2026
Peak value
$4.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.5M |
| Q4 2025 | $87K |
| Q4 2025 | $987K |
| Q4 2025 | $383K |
| Q1 2026 | $4.4M |
| Q1 2026 | $79K |
| Q1 2026 | $978K |
| Q1 2026 | $379K |
| Q2 2026 | $340K |
| Q2 2026 | $4.8M |
| Q2 2026 | $887K |
| Q2 2026 | $352K |
| Q2 2026 | $3M |
| Q3 2026 | $4.8M |
| Q3 2026 | $344K |
| Q3 2026 | $395K |
| Q3 2026 | $938K |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 59.7K | — | — |
| Q3 2026 | $938K | 16.7K | — | — |
| Q3 2026 | $395K | 7.0K | — | — |
| Q3 2026 | $344K | 1.0K | — | — |
| Q3 2026 | $4.8M | 14.6K | — | — |
| Q2 2026 | $3M | 59.3K | — | — |
| Q2 2026 | $352K | 6.2K | — | — |
| Q2 2026 | $887K | 15.7K | — | — |
| Q2 2026 | $4.8M | 14.6K | — | — |
| Q2 2026 | $340K | 1.0K | — | — |
| Q1 2026 | $379K | 6.7K | — | — |
| Q1 2026 | $978K | 17.2K | — | — |
| Q1 2026 | $79K | 269 | — | — |
| Q1 2026 | $4.4M | 14.9K | — | — |
| Q4 2025 | $383K | 6.7K | — | — |
| Q4 2025 | $987K | 17.2K | — | — |
| Q4 2025 | $87K | 269 | — | — |
| Q4 2025 | $4.5M | 13.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B