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REDW Wealth LLC JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$11.6M
Q3 2026
Peak value
$21.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $21.5M |
| Q4 2025 | $13.5M |
| Q1 2026 | $17.9M |
| Q1 2026 | $12.9M |
| Q2 2026 | $241K |
| Q2 2026 | $19.5M |
| Q2 2026 | $12.3M |
| Q3 2026 | $241K |
| Q3 2026 | $19.2M |
| Q3 2026 | $11.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.6M | 231.0K | — | — |
| Q3 2026 | $19.2M | 260.2K | — | — |
| Q3 2026 | $241K | 728 | — | — |
| Q2 2026 | $12.3M | 242.9K | — | — |
| Q2 2026 | $19.5M | 269.8K | — | — |
| Q2 2026 | $241K | 736 | — | — |
| Q1 2026 | $12.9M | 254.3K | — | — |
| Q1 2026 | $17.9M | 292.1K | — | — |
| Q4 2025 | $13.5M | 267.5K | — | — |
| Q4 2025 | $21.5M | 339.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B