Back to JPM-PM

TCV Trust & Wealth Management, Inc. → JPM-PM

TCV Trust & Wealth Management, Inc. JPM-PM Position History

JPM-PM

Quarters held
10
Latest value
$7.1M
Q3 2026
Peak value
$20.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$20.2M
Q3 2025$7.2M
Q4 2025$20.6M
Q4 2025$7.4M
Q1 2026$18.4M
Q1 2026$6.6M
Q2 2026$20.1M
Q2 2026$7.2M
Q3 2026$20.5M
Q3 2026$7.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.1M21.6K——
Q3 2026$20.5M61.9K——
Q2 2026$7.2M22.0K——
Q2 2026$20.1M61.3K——
Q1 2026$6.6M22.3K——
Q1 2026$18.4M62.4K——
Q4 2025$7.4M23.0K——
Q4 2025$20.6M63.8K——
Q3 2025$7.2M22.9K——
Q3 2025$20.2M63.9K——

Other funds holding JPM-PM

Other TCV Trust & Wealth Management, Inc. positions

AVGO

BROADCOM INC

$55.9M
AVGO

BROADCOM INC

$53.8M
AVGO

BROADCOM INC

$52.6M
AVGO

BROADCOM INC

$50.4M
STT-PG

SPDR SERIES TRUST

$48.7M
STT-PG

SPDR SERIES TRUST

$48.5M
AVGO

BROADCOM INC

$47.2M
STT-PG

SPDR SERIES TRUST

$46.6M