Back to JPM-PM
Montz Harcus Wealth Management LLC → JPM-PM
Montz Harcus Wealth Management LLC JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$275K
Q3 2026
Peak value
$5.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.6M |
| Q3 2025 | $310K |
| Q3 2025 | $230K |
| Q4 2025 | $4.1M |
| Q4 2025 | $317K |
| Q4 2025 | $243K |
| Q1 2026 | $5M |
| Q1 2026 | $320K |
| Q1 2026 | $234K |
| Q2 2026 | $5.1M |
| Q2 2026 | $326K |
| Q2 2026 | $267K |
| Q3 2026 | $5.2M |
| Q3 2026 | $331K |
| Q3 2026 | $275K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $275K | 4.5K | — | — |
| Q3 2026 | $331K | 5.9K | — | — |
| Q3 2026 | $5.2M | 15.6K | — | — |
| Q2 2026 | $267K | 4.3K | — | — |
| Q2 2026 | $326K | 5.8K | — | — |
| Q2 2026 | $5.1M | 15.7K | — | — |
| Q1 2026 | $234K | 4.2K | — | — |
| Q1 2026 | $320K | 5.6K | — | — |
| Q1 2026 | $5M | 16.9K | — | — |
| Q4 2025 | $243K | 4.2K | — | — |
| Q4 2025 | $317K | 5.5K | — | — |
| Q4 2025 | $4.1M | 12.7K | — | — |
| Q3 2025 | $230K | 4.0K | — | — |
| Q3 2025 | $310K | 5.4K | — | — |
| Q3 2025 | $3.6M | 11.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B