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PUREfi Wealth, LLC JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$495K
Q3 2026
Peak value
$2.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q4 2025 | $1.8M |
| Q4 2025 | $337K |
| Q4 2025 | $217K |
| Q1 2026 | $1.7M |
| Q1 2026 | $304K |
| Q2 2026 | $2M |
| Q2 2026 | $424K |
| Q3 2026 | $2.4M |
| Q3 2026 | $495K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $495K | 6.0K | — | — |
| Q3 2026 | $2.4M | 7.1K | — | — |
| Q2 2026 | $424K | 5.1K | — | — |
| Q2 2026 | $2M | 6.1K | — | — |
| Q1 2026 | $304K | 4.0K | — | — |
| Q1 2026 | $1.7M | 5.8K | — | — |
| Q4 2025 | $217K | 4.3K | — | — |
| Q4 2025 | $337K | 4.5K | — | — |
| Q4 2025 | $1.8M | 5.6K | — | — |
| Q3 2025 | $1.8M | 5.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B