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Refined Wealth Management → JPM-PM
Refined Wealth Management JPM-PM Position History
JPM-PM
Quarters held
3
Latest value
$5.9M
Q3 2026
Peak value
$5.9M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $5.6M |
| Q2 2026 | $5.8M |
| Q3 2026 | $5.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.9M | 127.4K | — | — |
| Q2 2026 | $5.8M | 119.4K | — | — |
| Q1 2026 | $5.6M | 116.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B