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Orca Wealth Management, LLC → JPM-PM
Orca Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
5
Latest value
$4.5M
Q3 2026
Peak value
$4.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.4M |
| Q4 2025 | $4.4M |
| Q1 2026 | $4.1M |
| Q2 2026 | $4.5M |
| Q3 2026 | $4.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.5M | 13.6K | — | — |
| Q2 2026 | $4.5M | 13.7K | — | — |
| Q1 2026 | $4.1M | 13.9K | — | — |
| Q4 2025 | $4.4M | 14.0K | — | — |
| Q3 2025 | $4.4M | 14.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B