Back to JPM-PM
Schneider Downs Wealth Management Advisors, LP → JPM-PM
Schneider Downs Wealth Management Advisors, LP JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$2.1M
Q3 2026
Peak value
$26.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q3 2025 | $17M |
| Q3 2025 | $1.9M |
| Q4 2025 | $2.9M |
| Q4 2025 | $19.1M |
| Q4 2025 | $1.8M |
| Q1 2026 | $2.6M |
| Q1 2026 | $21.8M |
| Q1 2026 | $1.8M |
| Q2 2026 | $2.9M |
| Q2 2026 | $24.6M |
| Q2 2026 | $2.3M |
| Q3 2026 | $3.1M |
| Q3 2026 | $26.4M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 21.9K | — | — |
| Q3 2026 | $26.4M | 587.2K | — | — |
| Q3 2026 | $3.1M | 9.3K | — | — |
| Q2 2026 | $2.3M | 23.0K | — | — |
| Q2 2026 | $24.6M | 533.1K | — | — |
| Q2 2026 | $2.9M | 8.9K | — | — |
| Q1 2026 | $1.8M | 21.4K | — | — |
| Q1 2026 | $21.8M | 473.0K | — | — |
| Q1 2026 | $2.6M | 8.9K | — | — |
| Q4 2025 | $1.8M | 19.9K | — | — |
| Q4 2025 | $19.1M | 411.6K | — | — |
| Q4 2025 | $2.9M | 9.0K | — | — |
| Q3 2025 | $1.9M | 19.9K | — | — |
| Q3 2025 | $17M | 365.3K | — | — |
| Q3 2025 | $2.2M | 7.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B