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SilverOak Wealth Management LLC → JPM-PM
SilverOak Wealth Management LLC JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$13.7M
Q3 2026
Peak value
$14.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1M |
| Q4 2025 | $11.5M |
| Q1 2026 | $922K |
| Q1 2026 | $10.4M |
| Q2 2026 | $1M |
| Q2 2026 | $14.6M |
| Q3 2026 | $1M |
| Q3 2026 | $13.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.7M | 130.3K | — | — |
| Q3 2026 | $1M | 3.1K | — | — |
| Q2 2026 | $14.6M | 130.8K | — | — |
| Q2 2026 | $1M | 3.1K | — | — |
| Q1 2026 | $10.4M | 131.3K | — | — |
| Q1 2026 | $922K | 3.1K | — | — |
| Q4 2025 | $11.5M | 128.0K | — | — |
| Q4 2025 | $1M | 3.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B