Back to JPM-PM
TRED AVON FAMILY WEALTH, LLC → JPM-PM
TRED AVON FAMILY WEALTH, LLC JPM-PM Position History
JPM-PM
Quarters held
7
Latest value
$469K
Q3 2026
Peak value
$4.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.5M |
| Q3 2025 | $346K |
| Q4 2025 | $4.9M |
| Q1 2026 | $4.4M |
| Q2 2026 | $4.9M |
| Q3 2026 | $4.8M |
| Q3 2026 | $469K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $469K | 9.3K | — | — |
| Q3 2026 | $4.8M | 14.4K | — | — |
| Q2 2026 | $4.9M | 15.0K | — | — |
| Q1 2026 | $4.4M | 15.1K | — | — |
| Q4 2025 | $4.9M | 15.2K | — | — |
| Q3 2025 | $346K | 6.8K | — | — |
| Q3 2025 | $4.5M | 14.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B