Back to JPM-PM
Trellis Wealth Advisors LLC → JPM-PM
Trellis Wealth Advisors LLC JPM-PM Position History
JPM-PM
Quarters held
2
Latest value
$3.7M
Q3 2026
Peak value
$3.7M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $514K |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 71.4K | — | — |
| Q2 2026 | $514K | 9.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B