Back to JPM-PM
SHEETS SMITH WEALTH MANAGEMENT → JPM-PM
SHEETS SMITH WEALTH MANAGEMENT JPM-PM Position History
JPM-PM
Quarters held
20
Latest value
$8.7M
Q3 2026
Peak value
$8.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.8M |
| Q4 2025 | $2.2M |
| Q4 2025 | $2.3M |
| Q4 2025 | $2.7M |
| Q4 2025 | $8M |
| Q1 2026 | $6.9M |
| Q1 2026 | $2.5M |
| Q1 2026 | $2.2M |
| Q1 2026 | $2.9M |
| Q1 2026 | $8M |
| Q2 2026 | $7.7M |
| Q2 2026 | $2.5M |
| Q2 2026 | $2.1M |
| Q2 2026 | $2.9M |
| Q2 2026 | $8.9M |
| Q3 2026 | $6.5M |
| Q3 2026 | $2.5M |
| Q3 2026 | $1.9M |
| Q3 2026 | $3M |
| Q3 2026 | $8.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.7M | 142.8K | — | — |
| Q3 2026 | $3M | 58.9K | — | — |
| Q3 2026 | $1.9M | 34.2K | — | — |
| Q3 2026 | $2.5M | 54.9K | — | — |
| Q3 2026 | $6.5M | 19.5K | — | — |
| Q2 2026 | $8.9M | 144.3K | — | — |
| Q2 2026 | $2.9M | 57.3K | — | — |
| Q2 2026 | $2.1M | 37.7K | — | — |
| Q2 2026 | $2.5M | 54.1K | — | — |
| Q2 2026 | $7.7M | 23.5K | — | — |
| Q1 2026 | $8M | 143.9K | — | — |
| Q1 2026 | $2.9M | 56.4K | — | — |
| Q1 2026 | $2.2M | 38.1K | — | — |
| Q1 2026 | $2.5M | 55.2K | — | — |
| Q1 2026 | $6.9M | 23.5K | — | — |
| Q4 2025 | $8M | 136.8K | — | — |
| Q4 2025 | $2.7M | 53.3K | — | — |
| Q4 2025 | $2.3M | 41.0K | — | — |
| Q4 2025 | $2.2M | 46.9K | — | — |
| Q4 2025 | $6.8M | 21.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B