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Smallwood Wealth Investment Management, LLC → JPM-PM
Smallwood Wealth Investment Management, LLC JPM-PM Position History
JPM-PM
Quarters held
34
Latest value
$3.2M
Q3 2026
Peak value
$3.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $24 |
| Q4 2025 | $647K |
| Q4 2025 | $1.3M |
| Q4 2025 | $505 |
| Q4 2025 | $1.8M |
| Q4 2025 | $396K |
| Q4 2025 | $2M |
| Q4 2025 | $2.8M |
| Q1 2026 | $31 |
| Q1 2026 | $601K |
| Q1 2026 | $1.3M |
| Q1 2026 | $799 |
| Q1 2026 | $12K |
| Q1 2026 | $2M |
| Q1 2026 | $397K |
| Q1 2026 | $2.2M |
| Q1 2026 | $3.2M |
| Q2 2026 | $37 |
| Q2 2026 | $664K |
| Q2 2026 | $1.4M |
| Q2 2026 | $911 |
| Q2 2026 | $12K |
| Q2 2026 | $2.4M |
| Q2 2026 | $469K |
| Q2 2026 | $2.5M |
| Q2 2026 | $3.2M |
| Q3 2026 | $671K |
| Q3 2026 | $1.8M |
| Q3 2026 | $1K |
| Q3 2026 | $10K |
| Q3 2026 | $3.1M |
| Q3 2026 | $537K |
| Q3 2026 | $3.4M |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 94.1K | — | — |
| Q3 2026 | $3.4M | 56.3K | — | — |
| Q3 2026 | $537K | 11.5K | — | — |
| Q3 2026 | $3.1M | 69.9K | — | — |
| Q3 2026 | $10K | 207 | — | — |
| Q3 2026 | $1K | 26 | — | — |
| Q3 2026 | $1.8M | 31.9K | — | — |
| Q3 2026 | $671K | 2.0K | — | — |
| Q2 2026 | $3.2M | 93.3K | — | — |
| Q2 2026 | $2.5M | 40.6K | — | — |
| Q2 2026 | $469K | 9.7K | — | — |
| Q2 2026 | $2.4M | 50.7K | — | — |
| Q2 2026 | $12K | 227 | — | — |
| Q2 2026 | $911 | 18 | — | — |
| Q2 2026 | $1.4M | 25.6K | — | — |
| Q2 2026 | $664K | 2.0K | — | — |
| Q2 2026 | $37 | 9 | — | — |
| Q1 2026 | $3.2M | 91.9K | — | — |
| Q1 2026 | $2.2M | 39.2K | — | — |
| Q1 2026 | $397K | 8.3K | — | — |
| Q1 2026 | $2M | 42.2K | — | — |
| Q1 2026 | $12K | 227 | — | — |
| Q1 2026 | $799 | 16 | — | — |
| Q1 2026 | $1.3M | 22.5K | — | — |
| Q1 2026 | $601K | 2.0K | — | — |
| Q1 2026 | $31 | 9 | — | — |
| Q4 2025 | $2.8M | 92.1K | — | — |
| Q4 2025 | $2M | 35.2K | — | — |
| Q4 2025 | $396K | 8.1K | — | — |
| Q4 2025 | $1.8M | 38.9K | — | — |
| Q4 2025 | $505 | 10 | — | — |
| Q4 2025 | $1.3M | 22.3K | — | — |
| Q4 2025 | $647K | 2.0K | — | — |
| Q4 2025 | $24 | 9 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B