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Private Wealth Management Group, LLC → JPM-PM
Private Wealth Management Group, LLC JPM-PM Position History
JPM-PM
Quarters held
16
Latest value
$6.8M
Q3 2026
Peak value
$6.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $566K |
| Q4 2025 | $4.7M |
| Q1 2026 | $649K |
| Q1 2026 | $4.9M |
| Q2 2026 | $788K |
| Q2 2026 | $19K |
| Q2 2026 | $32K |
| Q2 2026 | $19K |
| Q2 2026 | $18K |
| Q2 2026 | $5.1M |
| Q3 2026 | $2.3M |
| Q3 2026 | $29K |
| Q3 2026 | $51K |
| Q3 2026 | $29K |
| Q3 2026 | $29K |
| Q3 2026 | $6.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.8M | 142.8K | — | — |
| Q3 2026 | $29K | 465 | — | — |
| Q3 2026 | $29K | 289 | — | — |
| Q3 2026 | $51K | 644 | — | — |
| Q3 2026 | $29K | 378 | — | — |
| Q3 2026 | $2.3M | 6.9K | — | — |
| Q2 2026 | $5.1M | 100.4K | — | — |
| Q2 2026 | $18K | 307 | — | — |
| Q2 2026 | $19K | 191 | — | — |
| Q2 2026 | $32K | 426 | — | — |
| Q2 2026 | $19K | 247 | — | — |
| Q2 2026 | $788K | 2.4K | — | — |
| Q1 2026 | $4.9M | 98.2K | — | — |
| Q1 2026 | $649K | 2.2K | — | — |
| Q4 2025 | $4.7M | 93.4K | — | — |
| Q4 2025 | $566K | 1.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B