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Selective Wealth Management, Inc. → JPM-PM
Selective Wealth Management, Inc. JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$6.4M
Q3 2026
Peak value
$6.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $551K |
| Q4 2025 | $6.8M |
| Q1 2026 | $553K |
| Q1 2026 | $6.3M |
| Q2 2026 | $695K |
| Q2 2026 | $6.1M |
| Q3 2026 | $842K |
| Q3 2026 | $6.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.4M | 111.9K | — | — |
| Q3 2026 | $842K | 2.5K | — | — |
| Q2 2026 | $6.1M | 107.1K | — | — |
| Q2 2026 | $695K | 2.0K | — | — |
| Q1 2026 | $6.3M | 111.1K | — | — |
| Q1 2026 | $553K | 1.8K | — | — |
| Q4 2025 | $6.8M | 116.2K | — | — |
| Q4 2025 | $551K | 1.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B