Back to JPM-PM
Principle Wealth Partners LLC → JPM-PM
Principle Wealth Partners LLC JPM-PM Position History
JPM-PM
Quarters held
28
Latest value
$9.8M
Q3 2026
Peak value
$118.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $112.1M |
| Q3 2025 | $6.4M |
| Q3 2025 | $11.2M |
| Q3 2025 | $8.2M |
| Q4 2025 | $115.4M |
| Q4 2025 | $5.5M |
| Q4 2025 | $2M |
| Q4 2025 | $11.4M |
| Q4 2025 | $857K |
| Q4 2025 | $8.4M |
| Q1 2026 | $105.2M |
| Q1 2026 | $5.5M |
| Q1 2026 | $2M |
| Q1 2026 | $11.4M |
| Q1 2026 | $1.2M |
| Q1 2026 | $8.4M |
| Q2 2026 | $117.2M |
| Q2 2026 | $4.1M |
| Q2 2026 | $5.1M |
| Q2 2026 | $14.9M |
| Q2 2026 | $1.3M |
| Q2 2026 | $9.6M |
| Q3 2026 | $118.3M |
| Q3 2026 | $3M |
| Q3 2026 | $4.3M |
| Q3 2026 | $14M |
| Q3 2026 | $1.2M |
| Q3 2026 | $9.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.8M | 160.3K | — | — |
| Q3 2026 | $1.2M | 23.9K | — | — |
| Q3 2026 | $14M | 277.1K | — | — |
| Q3 2026 | $4.3M | 89.7K | — | — |
| Q3 2026 | $3M | 52.8K | — | — |
| Q3 2026 | $118.3M | 357.7K | — | — |
| Q2 2026 | $9.6M | 156.5K | — | — |
| Q2 2026 | $1.3M | 26.5K | — | — |
| Q2 2026 | $14.9M | 291.5K | — | — |
| Q2 2026 | $5.1M | 99.7K | — | — |
| Q2 2026 | $4.1M | 72.5K | — | — |
| Q2 2026 | $117.2M | 357.9K | — | — |
| Q1 2026 | $8.4M | 151.9K | — | — |
| Q1 2026 | $1.2M | 24.6K | — | — |
| Q1 2026 | $11.4M | 223.7K | — | — |
| Q1 2026 | $2M | 40.2K | — | — |
| Q1 2026 | $5.5M | 97.1K | — | — |
| Q1 2026 | $105.2M | 357.8K | — | — |
| Q4 2025 | $8.4M | 145.1K | — | — |
| Q4 2025 | $857K | 16.9K | — | — |
| Q4 2025 | $11.4M | 223.0K | — | — |
| Q4 2025 | $2M | 40.2K | — | — |
| Q4 2025 | $5.5M | 95.3K | — | — |
| Q4 2025 | $115.4M | 358.1K | — | — |
| Q3 2025 | $8.2M | 142.7K | — | — |
| Q3 2025 | $11.2M | 220.0K | — | — |
| Q3 2025 | $6.4M | 111.7K | — | — |
| Q3 2025 | $112.1M | 355.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B