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Moran Wealth Management, LLC → JPM-PM
Moran Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$28M
Q3 2026
Peak value
$28.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $246K |
| Q4 2025 | $28.5M |
| Q1 2026 | $434K |
| Q1 2026 | $25.1M |
| Q2 2026 | $27.4M |
| Q2 2026 | $1M |
| Q3 2026 | $1.9M |
| Q3 2026 | $28M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28M | 84.8K | — | — |
| Q3 2026 | $1.9M | 5.7K | — | — |
| Q2 2026 | $1M | 3.1K | — | — |
| Q2 2026 | $27.4M | 83.8K | — | — |
| Q1 2026 | $25.1M | 85.3K | — | — |
| Q1 2026 | $434K | 1.5K | — | — |
| Q4 2025 | $28.5M | 88.4K | — | — |
| Q4 2025 | $246K | 762 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B