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SAX WEALTH ADVISORS, LLC → JPM-PM
SAX WEALTH ADVISORS, LLC JPM-PM Position History
JPM-PM
Quarters held
28
Latest value
$477K
Q3 2026
Peak value
$33.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.7M |
| Q3 2025 | $21.4M |
| Q3 2025 | $3.3M |
| Q3 2025 | $515K |
| Q3 2025 | $421K |
| Q4 2025 | $7.7M |
| Q4 2025 | $24.4M |
| Q4 2025 | $3.8M |
| Q4 2025 | $468K |
| Q4 2025 | $387K |
| Q1 2026 | $7.2M |
| Q1 2026 | $24.2M |
| Q1 2026 | $3.8M |
| Q1 2026 | $468K |
| Q1 2026 | $387K |
| Q2 2026 | $7.4M |
| Q2 2026 | $26.6M |
| Q2 2026 | $3.7M |
| Q2 2026 | $209K |
| Q2 2026 | $425K |
| Q2 2026 | $452K |
| Q3 2026 | $16.2M |
| Q3 2026 | $33.7M |
| Q3 2026 | $4.1M |
| Q3 2026 | $8M |
| Q3 2026 | $424K |
| Q3 2026 | $6.2M |
| Q3 2026 | $477K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $477K | 13.8K | — | — |
| Q3 2026 | $6.2M | 123.7K | — | — |
| Q3 2026 | $424K | 5.8K | — | — |
| Q3 2026 | $8M | 158.6K | — | — |
| Q3 2026 | $4.1M | 73.0K | — | — |
| Q3 2026 | $33.7M | 409.7K | — | — |
| Q3 2026 | $16.2M | 48.9K | — | — |
| Q2 2026 | $452K | 8.9K | — | — |
| Q2 2026 | $425K | 6.9K | — | — |
| Q2 2026 | $209K | 4.1K | — | — |
| Q2 2026 | $3.7M | 65.5K | — | — |
| Q2 2026 | $26.6M | 351.7K | — | — |
| Q2 2026 | $7.4M | 25.2K | — | — |
| Q1 2026 | $387K | 7.7K | — | — |
| Q1 2026 | $468K | 7.4K | — | — |
| Q1 2026 | $3.8M | 65.9K | — | — |
| Q1 2026 | $24.2M | 323.4K | — | — |
| Q1 2026 | $7.2M | 22.2K | — | — |
| Q4 2025 | $387K | 7.7K | — | — |
| Q4 2025 | $468K | 7.4K | — | — |
| Q4 2025 | $3.8M | 65.9K | — | — |
| Q4 2025 | $24.4M | 326.2K | — | — |
| Q4 2025 | $7.7M | 24.0K | — | — |
| Q3 2025 | $421K | 8.3K | — | — |
| Q3 2025 | $515K | 8.2K | — | — |
| Q3 2025 | $3.3M | 58.4K | — | — |
| Q3 2025 | $21.4M | 291.0K | — | — |
| Q3 2025 | $6.7M | 21.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B