Back to JPM-PM
Moss Adams Wealth Advisors LLC → JPM-PM
Moss Adams Wealth Advisors LLC JPM-PM Position History
JPM-PM
Quarters held
16
Latest value
$135.7M
Q3 2026
Peak value
$136.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.4M |
| Q4 2025 | $1.3M |
| Q4 2025 | $1.5M |
| Q4 2025 | $121.8M |
| Q1 2026 | $2.4M |
| Q1 2026 | $1.2M |
| Q1 2026 | $2.8M |
| Q1 2026 | $123.6M |
| Q2 2026 | $2.9M |
| Q2 2026 | $1.2M |
| Q2 2026 | $4.7M |
| Q2 2026 | $136.3M |
| Q3 2026 | $3M |
| Q3 2026 | $579K |
| Q3 2026 | $6.9M |
| Q3 2026 | $135.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $135.7M | 3.03M | — | — |
| Q3 2026 | $6.9M | 144.6K | — | — |
| Q3 2026 | $579K | 1.7K | — | — |
| Q3 2026 | $3M | 9.2K | — | — |
| Q2 2026 | $136.3M | 2.90M | — | — |
| Q2 2026 | $4.7M | 92.6K | — | — |
| Q2 2026 | $1.2M | 3.7K | — | — |
| Q2 2026 | $2.9M | 8.9K | — | — |
| Q1 2026 | $123.6M | 2.63M | — | — |
| Q1 2026 | $2.8M | 56.7K | — | — |
| Q1 2026 | $1.2M | 4.1K | — | — |
| Q1 2026 | $2.4M | 8.2K | — | — |
| Q4 2025 | $121.8M | 2.57M | — | — |
| Q4 2025 | $1.5M | 28.9K | — | — |
| Q4 2025 | $1.3M | 4.1K | — | — |
| Q4 2025 | $2.4M | 7.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B