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Private Wealth Partners, LLC → JPM-PM
Private Wealth Partners, LLC JPM-PM Position History
JPM-PM
Quarters held
25
Latest value
$5.2M
Q3 2026
Peak value
$49.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $49.2M |
| Q3 2025 | $3.1M |
| Q3 2025 | $1.7M |
| Q3 2025 | $2.7M |
| Q3 2025 | $1.6M |
| Q4 2025 | $49.6M |
| Q4 2025 | $1.1M |
| Q4 2025 | $1.7M |
| Q4 2025 | $3.5M |
| Q4 2025 | $2.2M |
| Q1 2026 | $44.4M |
| Q1 2026 | $1.2M |
| Q1 2026 | $1.4M |
| Q1 2026 | $2.4M |
| Q1 2026 | $1.9M |
| Q2 2026 | $45.9M |
| Q2 2026 | $960K |
| Q2 2026 | $1.6M |
| Q2 2026 | $2.6M |
| Q2 2026 | $6.7M |
| Q3 2026 | $46.1M |
| Q3 2026 | $956K |
| Q3 2026 | $1.6M |
| Q3 2026 | $3.2M |
| Q3 2026 | $5.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.2M | 49.2K | — | — |
| Q3 2026 | $3.2M | 32.9K | — | — |
| Q3 2026 | $1.6M | 22.3K | — | — |
| Q3 2026 | $956K | 17.0K | — | — |
| Q3 2026 | $46.1M | 139.3K | — | — |
| Q2 2026 | $6.7M | 59.7K | — | — |
| Q2 2026 | $2.6M | 26.1K | — | — |
| Q2 2026 | $1.6M | 22.3K | — | — |
| Q2 2026 | $960K | 17.0K | — | — |
| Q2 2026 | $45.9M | 140.3K | — | — |
| Q1 2026 | $1.9M | 23.9K | — | — |
| Q1 2026 | $2.4M | 28.7K | — | — |
| Q1 2026 | $1.4M | 22.3K | — | — |
| Q1 2026 | $1.2M | 21.6K | — | — |
| Q1 2026 | $44.4M | 150.9K | — | — |
| Q4 2025 | $2.2M | 24.4K | — | — |
| Q4 2025 | $3.5M | 37.5K | — | — |
| Q4 2025 | $1.7M | 26.4K | — | — |
| Q4 2025 | $1.1M | 19.3K | — | — |
| Q4 2025 | $49.6M | 153.9K | — | — |
| Q3 2025 | $1.6M | 17.5K | — | — |
| Q3 2025 | $2.7M | 29.1K | — | — |
| Q3 2025 | $1.7M | 26.4K | — | — |
| Q3 2025 | $3.1M | 53.5K | — | — |
| Q3 2025 | $49.2M | 156.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B