Back to JPM-PM
Morey & Quinn Wealth Partners, LLC → JPM-PM
Morey & Quinn Wealth Partners, LLC JPM-PM Position History
JPM-PM
Quarters held
24
Latest value
$3.6M
Q3 2026
Peak value
$3.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $480K |
| Q4 2025 | $213K |
| Q4 2025 | $330K |
| Q4 2025 | $259K |
| Q4 2025 | $258K |
| Q4 2025 | $2.9M |
| Q1 2026 | $462K |
| Q1 2026 | $211K |
| Q1 2026 | $320K |
| Q1 2026 | $259K |
| Q1 2026 | $246K |
| Q1 2026 | $2.9M |
| Q2 2026 | $545K |
| Q2 2026 | $235K |
| Q2 2026 | $300K |
| Q2 2026 | $268K |
| Q2 2026 | $319K |
| Q2 2026 | $3.6M |
| Q3 2026 | $565K |
| Q3 2026 | $275K |
| Q3 2026 | $318K |
| Q3 2026 | $266K |
| Q3 2026 | $369K |
| Q3 2026 | $3.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.6M | 36.9K | — | — |
| Q3 2026 | $369K | 6.0K | — | — |
| Q3 2026 | $266K | 5.3K | — | — |
| Q3 2026 | $318K | 4.3K | — | — |
| Q3 2026 | $275K | 4.9K | — | — |
| Q3 2026 | $565K | 1.7K | — | — |
| Q2 2026 | $3.6M | 36.1K | — | — |
| Q2 2026 | $319K | 5.2K | — | — |
| Q2 2026 | $268K | 5.3K | — | — |
| Q2 2026 | $300K | 4.2K | — | — |
| Q2 2026 | $235K | 4.2K | — | — |
| Q2 2026 | $545K | 1.7K | — | — |
| Q1 2026 | $2.9M | 34.4K | — | — |
| Q1 2026 | $246K | 4.4K | — | — |
| Q1 2026 | $259K | 5.1K | — | — |
| Q1 2026 | $320K | 5.2K | — | — |
| Q1 2026 | $211K | 3.7K | — | — |
| Q1 2026 | $462K | 1.6K | — | — |
| Q4 2025 | $2.9M | 31.7K | — | — |
| Q4 2025 | $258K | 4.4K | — | — |
| Q4 2025 | $259K | 5.1K | — | — |
| Q4 2025 | $330K | 5.2K | — | — |
| Q4 2025 | $213K | 3.7K | — | — |
| Q4 2025 | $480K | 1.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B