Back to JPM-PM
StrongBox Wealth, LLC → JPM-PM
StrongBox Wealth, LLC JPM-PM Position History
JPM-PM
Quarters held
25
Latest value
$130K
Q3 2026
Peak value
$33M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.1M |
| Q4 2025 | $7.5M |
| Q4 2025 | $916K |
| Q4 2025 | $5.3M |
| Q4 2025 | $30.1M |
| Q1 2026 | $7.7M |
| Q1 2026 | $7.4M |
| Q1 2026 | $259K |
| Q1 2026 | $6M |
| Q1 2026 | $30.8M |
| Q2 2026 | $8.6M |
| Q2 2026 | $77K |
| Q2 2026 | $7.2M |
| Q2 2026 | $263K |
| Q2 2026 | $6.5M |
| Q2 2026 | $31.3M |
| Q2 2026 | $131K |
| Q3 2026 | $8.5M |
| Q3 2026 | $87K |
| Q3 2026 | $7.2M |
| Q3 2026 | $247K |
| Q3 2026 | $6.7M |
| Q3 2026 | $6.3M |
| Q3 2026 | $33M |
| Q3 2026 | $130K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $130K | 2.1K | — | — |
| Q3 2026 | $33M | 655.7K | — | — |
| Q3 2026 | $6.3M | 84.9K | — | — |
| Q3 2026 | $6.7M | 132.0K | — | — |
| Q3 2026 | $247K | 5.2K | — | — |
| Q3 2026 | $7.2M | 128.9K | — | — |
| Q3 2026 | $87K | 1.1K | — | — |
| Q3 2026 | $8.5M | 25.7K | — | — |
| Q2 2026 | $131K | 2.1K | — | — |
| Q2 2026 | $31.3M | 618.4K | — | — |
| Q2 2026 | $6.5M | 126.7K | — | — |
| Q2 2026 | $263K | 5.2K | — | — |
| Q2 2026 | $7.2M | 128.0K | — | — |
| Q2 2026 | $77K | 931 | — | — |
| Q2 2026 | $8.6M | 26.3K | — | — |
| Q1 2026 | $30.8M | 609.0K | — | — |
| Q1 2026 | $6M | 117.1K | — | — |
| Q1 2026 | $259K | 5.2K | — | — |
| Q1 2026 | $7.4M | 130.4K | — | — |
| Q1 2026 | $7.7M | 26.2K | — | — |
| Q4 2025 | $30.1M | 595.5K | — | — |
| Q4 2025 | $5.3M | 103.9K | — | — |
| Q4 2025 | $916K | 18.1K | — | — |
| Q4 2025 | $7.5M | 131.7K | — | — |
| Q4 2025 | $8.1M | 25.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B