Back to JPM-PM
MN Wealth Advisors, LLC → JPM-PM
MN Wealth Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
41
Latest value
$9.2M
Q3 2026
Peak value
$11.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $653K |
| Q4 2025 | $7.9M |
| Q4 2025 | $2.7M |
| Q4 2025 | $1.5M |
| Q4 2025 | $241K |
| Q4 2025 | $2M |
| Q4 2025 | $6.4M |
| Q4 2025 | $392K |
| Q4 2025 | $1.3M |
| Q4 2025 | $11.4M |
| Q1 2026 | $4.3M |
| Q1 2026 | $8.5M |
| Q1 2026 | $2.1M |
| Q1 2026 | $1.4M |
| Q1 2026 | $273K |
| Q1 2026 | $2M |
| Q1 2026 | $7.3M |
| Q1 2026 | $380K |
| Q1 2026 | $740K |
| Q1 2026 | $9.3M |
| Q2 2026 | $711K |
| Q2 2026 | $10.1M |
| Q2 2026 | $2.2M |
| Q2 2026 | $1.5M |
| Q2 2026 | $244K |
| Q2 2026 | $2.2M |
| Q2 2026 | $7.9M |
| Q2 2026 | $410K |
| Q2 2026 | $790K |
| Q2 2026 | $8.7M |
| Q3 2026 | $736K |
| Q3 2026 | $11.7M |
| Q3 2026 | $2.2M |
| Q3 2026 | $1.4M |
| Q3 2026 | $2.2M |
| Q3 2026 | $228K |
| Q3 2026 | $2.1M |
| Q3 2026 | $7.6M |
| Q3 2026 | $348K |
| Q3 2026 | $1.5M |
| Q3 2026 | $9.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.2M | 94.9K | — | — |
| Q3 2026 | $1.5M | 33.5K | — | — |
| Q3 2026 | $348K | 4.7K | — | — |
| Q3 2026 | $7.6M | 170.2K | — | — |
| Q3 2026 | $2.1M | 15.4K | — | — |
| Q3 2026 | $228K | 3.6K | — | — |
| Q3 2026 | $2.2M | 27.7K | — | — |
| Q3 2026 | $1.4M | 18.7K | — | — |
| Q3 2026 | $2.2M | 50.0K | — | — |
| Q3 2026 | $11.7M | 143.0K | — | — |
| Q3 2026 | $736K | 2.2K | — | — |
| Q2 2026 | $8.7M | 88.1K | — | — |
| Q2 2026 | $790K | 17.1K | — | — |
| Q2 2026 | $410K | 5.7K | — | — |
| Q2 2026 | $7.9M | 168.4K | — | — |
| Q2 2026 | $2.2M | 15.5K | — | — |
| Q2 2026 | $244K | 3.9K | — | — |
| Q2 2026 | $1.5M | 19.1K | — | — |
| Q2 2026 | $2.2M | 47.4K | — | — |
| Q2 2026 | $10.1M | 123.0K | — | — |
| Q2 2026 | $711K | 2.2K | — | — |
| Q1 2026 | $9.3M | 109.6K | — | — |
| Q1 2026 | $740K | 16.2K | — | — |
| Q1 2026 | $380K | 6.2K | — | — |
| Q1 2026 | $7.3M | 155.7K | — | — |
| Q1 2026 | $2M | 15.5K | — | — |
| Q1 2026 | $273K | 4.4K | — | — |
| Q1 2026 | $1.4M | 19.1K | — | — |
| Q1 2026 | $2.1M | 45.5K | — | — |
| Q1 2026 | $8.5M | 112.4K | — | — |
| Q1 2026 | $4.3M | 14.6K | — | — |
| Q4 2025 | $11.4M | 123.2K | — | — |
| Q4 2025 | $1.3M | 28.2K | — | — |
| Q4 2025 | $392K | 6.2K | — | — |
| Q4 2025 | $6.4M | 135.5K | — | — |
| Q4 2025 | $2M | 15.9K | — | — |
| Q4 2025 | $241K | 4.0K | — | — |
| Q4 2025 | $1.5M | 20.1K | — | — |
| Q4 2025 | $2.7M | 57.3K | — | — |
| Q4 2025 | $7.9M | 105.2K | — | — |
| Q4 2025 | $653K | 2.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
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