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Triangle Securities Wealth Management → JPM-PM
Triangle Securities Wealth Management JPM-PM Position History
JPM-PM
Quarters held
5
Latest value
$7.4M
Q3 2026
Peak value
$8.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.1M |
| Q4 2025 | $8M |
| Q1 2026 | $6.9M |
| Q2 2026 | $7.6M |
| Q3 2026 | $7.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.4M | 22.3K | — | — |
| Q2 2026 | $7.6M | 23.3K | — | — |
| Q1 2026 | $6.9M | 23.5K | — | — |
| Q4 2025 | $8M | 24.9K | — | — |
| Q3 2025 | $8.1M | 25.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B