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Smith & Howard Wealth Management, LLC → JPM-PM
Smith & Howard Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$10.9M
Q3 2026
Peak value
$22.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $513K |
| Q3 2025 | $20.3M |
| Q4 2025 | $525K |
| Q4 2025 | $21.4M |
| Q1 2026 | $469K |
| Q1 2026 | $22.4M |
| Q2 2026 | $537K |
| Q2 2026 | $21.9M |
| Q3 2026 | $875K |
| Q3 2026 | $10.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.9M | 228.2K | — | — |
| Q3 2026 | $875K | 2.6K | — | — |
| Q2 2026 | $21.9M | 433.0K | — | — |
| Q2 2026 | $537K | 1.6K | — | — |
| Q1 2026 | $22.4M | 448.9K | — | — |
| Q1 2026 | $469K | 1.6K | — | — |
| Q4 2025 | $21.4M | 422.9K | — | — |
| Q4 2025 | $525K | 1.6K | — | — |
| Q3 2025 | $20.3M | 403.1K | — | — |
| Q3 2025 | $513K | 1.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B