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SkyOak Wealth, LLC JPM-PM Position History
JPM-PM
Quarters held
22
Latest value
$29M
Q3 2026
Peak value
$29.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.6M |
| Q4 2025 | $7.8M |
| Q4 2025 | $3.2M |
| Q4 2025 | $4.8M |
| Q4 2025 | $27.6M |
| Q4 2025 | $218K |
| Q1 2026 | $7.9M |
| Q1 2026 | $8.7M |
| Q1 2026 | $3.3M |
| Q1 2026 | $3.4M |
| Q1 2026 | $27.8M |
| Q1 2026 | $325K |
| Q2 2026 | $8.8M |
| Q2 2026 | $8.4M |
| Q2 2026 | $4.4M |
| Q2 2026 | $3.7M |
| Q2 2026 | $29.4M |
| Q3 2026 | $8.8M |
| Q3 2026 | $8.1M |
| Q3 2026 | $4.8M |
| Q3 2026 | $3.7M |
| Q3 2026 | $29M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $29M | 576.1K | — | — |
| Q3 2026 | $3.7M | 72.5K | — | — |
| Q3 2026 | $4.8M | 85.3K | — | — |
| Q3 2026 | $8.1M | 181.3K | — | — |
| Q3 2026 | $8.8M | 26.5K | — | — |
| Q2 2026 | $29.4M | 581.4K | — | — |
| Q2 2026 | $3.7M | 72.9K | — | — |
| Q2 2026 | $4.4M | 78.1K | — | — |
| Q2 2026 | $8.4M | 181.8K | — | — |
| Q2 2026 | $8.8M | 27.0K | — | — |
| Q1 2026 | $325K | 5.8K | — | — |
| Q1 2026 | $27.8M | 549.6K | — | — |
| Q1 2026 | $3.4M | 67.3K | — | — |
| Q1 2026 | $3.3M | 58.8K | — | — |
| Q1 2026 | $8.7M | 188.2K | — | — |
| Q1 2026 | $7.9M | 26.7K | — | — |
| Q4 2025 | $218K | 3.8K | — | — |
| Q4 2025 | $27.6M | 544.9K | — | — |
| Q4 2025 | $4.8M | 93.7K | — | — |
| Q4 2025 | $3.2M | 56.3K | — | — |
| Q4 2025 | $7.8M | 169.5K | — | — |
| Q4 2025 | $8.6M | 26.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B