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Mowery & Schoenfeld Wealth Management, LLC → JPM-PM
Mowery & Schoenfeld Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$2.3M
Q3 2026
Peak value
$2.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $560K |
| Q1 2026 | $458K |
| Q1 2026 | $5K |
| Q1 2026 | $8K |
| Q1 2026 | $5K |
| Q1 2026 | $5K |
| Q2 2026 | $510K |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 6.9K | — | — |
| Q2 2026 | $510K | 1.6K | — | — |
| Q1 2026 | $5K | 80 | — | — |
| Q1 2026 | $5K | 55 | — | — |
| Q1 2026 | $8K | 118 | — | — |
| Q1 2026 | $5K | 65 | — | — |
| Q1 2026 | $458K | 1.6K | — | — |
| Q4 2025 | $560K | 1.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B