Back to JPM-PM
Stone Summit Wealth LLC → JPM-PM
Stone Summit Wealth LLC JPM-PM Position History
JPM-PM
Quarters held
14
Latest value
$377K
Q3 2026
Peak value
$9.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.8M |
| Q3 2025 | $273K |
| Q3 2025 | $1.1M |
| Q4 2025 | $9.6M |
| Q4 2025 | $271K |
| Q4 2025 | $622K |
| Q1 2026 | $8.3M |
| Q1 2026 | $263K |
| Q1 2026 | $340K |
| Q2 2026 | $8.9M |
| Q2 2026 | $266K |
| Q2 2026 | $345K |
| Q3 2026 | $7.9M |
| Q3 2026 | $377K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $377K | 7.5K | — | — |
| Q3 2026 | $7.9M | 23.9K | — | — |
| Q2 2026 | $345K | 6.8K | — | — |
| Q2 2026 | $266K | 5.3K | — | — |
| Q2 2026 | $8.9M | 27.2K | — | — |
| Q1 2026 | $340K | 6.7K | — | — |
| Q1 2026 | $263K | 5.3K | — | — |
| Q1 2026 | $8.3M | 28.2K | — | — |
| Q4 2025 | $622K | 12.3K | — | — |
| Q4 2025 | $271K | 5.4K | — | — |
| Q4 2025 | $9.6M | 29.9K | — | — |
| Q3 2025 | $1.1M | 21.3K | — | — |
| Q3 2025 | $273K | 5.4K | — | — |
| Q3 2025 | $9.8M | 31.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B