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Provenance Wealth Advisors, LLC → JPM-PM
Provenance Wealth Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
21
Latest value
$58.5M
Q3 2026
Peak value
$58.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $613K |
| Q3 2025 | $41.5M |
| Q4 2025 | $215K |
| Q4 2025 | $54.2M |
| Q1 2026 | $202K |
| Q1 2026 | $42K |
| Q1 2026 | $47.2M |
| Q2 2026 | $478K |
| Q2 2026 | $644K |
| Q2 2026 | $55.2M |
| Q3 2026 | $61K |
| Q3 2026 | $9.1M |
| Q3 2026 | $37K |
| Q3 2026 | $30K |
| Q3 2026 | $34K |
| Q3 2026 | $15K |
| Q3 2026 | $1.7M |
| Q3 2026 | $168K |
| Q3 2026 | $245K |
| Q3 2026 | $2.2M |
| Q3 2026 | $58.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $58.5M | 606.1K | — | — |
| Q3 2026 | $2.2M | 36.3K | — | — |
| Q3 2026 | $245K | 4.8K | — | — |
| Q3 2026 | $168K | 3.5K | — | — |
| Q3 2026 | $1.7M | 30.6K | — | — |
| Q3 2026 | $15K | 236 | — | — |
| Q3 2026 | $34K | 343 | — | — |
| Q3 2026 | $30K | 384 | — | — |
| Q3 2026 | $37K | 489 | — | — |
| Q3 2026 | $9.1M | 27.4K | — | — |
| Q3 2026 | $61K | 4.1K | — | — |
| Q2 2026 | $55.2M | 559.5K | — | — |
| Q2 2026 | $644K | 11.4K | — | — |
| Q2 2026 | $478K | 1.5K | — | — |
| Q1 2026 | $47.2M | 558.9K | — | — |
| Q1 2026 | $42K | 737 | — | — |
| Q1 2026 | $202K | 688 | — | — |
| Q4 2025 | $54.2M | 583.6K | — | — |
| Q4 2025 | $215K | 668 | — | — |
| Q3 2025 | $41.5M | 442.7K | — | — |
| Q3 2025 | $613K | 1.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B