Back to JPM-PM
Smith Salley Wealth Management → JPM-PM
Smith Salley Wealth Management JPM-PM Position History
JPM-PM
Quarters held
4
Latest value
$54.4M
Q3 2026
Peak value
$54.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $51M |
| Q1 2026 | $47.4M |
| Q2 2026 | $53.2M |
| Q3 2026 | $54.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $54.4M | 164.3K | — | — |
| Q2 2026 | $53.2M | 162.4K | — | — |
| Q1 2026 | $47.4M | 161.1K | — | — |
| Q4 2025 | $51M | 158.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B