Back to JPM-PM
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC → JPM-PM
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC JPM-PM Position History
JPM-PM
Quarters held
24
Latest value
$2.2M
Q3 2026
Peak value
$11.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.1M |
| Q3 2025 | $2.3M |
| Q3 2025 | $6.9M |
| Q3 2025 | $1.6M |
| Q3 2025 | $311K |
| Q4 2025 | $6.7M |
| Q4 2025 | $2.6M |
| Q4 2025 | $4.4M |
| Q4 2025 | $2.2M |
| Q4 2025 | $305K |
| Q1 2026 | $7.4M |
| Q1 2026 | $2.7M |
| Q1 2026 | $5.6M |
| Q1 2026 | $4.4M |
| Q1 2026 | $310K |
| Q2 2026 | $10.9M |
| Q2 2026 | $312K |
| Q2 2026 | $1M |
| Q2 2026 | $1M |
| Q3 2026 | $11.1M |
| Q3 2026 | $2.4M |
| Q3 2026 | $979K |
| Q3 2026 | $1M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 35.8K | — | — |
| Q3 2026 | $1M | 19.8K | — | — |
| Q3 2026 | $979K | 20.7K | — | — |
| Q3 2026 | $2.4M | 43.1K | — | — |
| Q3 2026 | $11.1M | 33.6K | — | — |
| Q2 2026 | $1M | 19.8K | — | — |
| Q2 2026 | $1M | 20.5K | — | — |
| Q2 2026 | $312K | 5.5K | — | — |
| Q2 2026 | $10.9M | 33.4K | — | — |
| Q1 2026 | $310K | 5.6K | — | — |
| Q1 2026 | $4.4M | 86.1K | — | — |
| Q1 2026 | $5.6M | 97.9K | — | — |
| Q1 2026 | $2.7M | 59.1K | — | — |
| Q1 2026 | $7.4M | 25.0K | — | — |
| Q4 2025 | $305K | 5.2K | — | — |
| Q4 2025 | $2.2M | 44.0K | — | — |
| Q4 2025 | $4.4M | 76.1K | — | — |
| Q4 2025 | $2.6M | 57.0K | — | — |
| Q4 2025 | $6.7M | 20.8K | — | — |
| Q3 2025 | $311K | 5.4K | — | — |
| Q3 2025 | $1.6M | 32.0K | — | — |
| Q3 2025 | $6.9M | 120.6K | — | — |
| Q3 2025 | $2.3M | 49.7K | — | — |
| Q3 2025 | $6.1M | 19.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B