Back to JPM-PM
Trueblood Wealth Management, LLC → JPM-PM
Trueblood Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$1.3M
Q3 2026
Peak value
$13.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $13.5M |
| Q4 2025 | $1.3M |
| Q1 2026 | $12.1M |
| Q1 2026 | $1.2M |
| Q2 2026 | $13.4M |
| Q2 2026 | $1.3M |
| Q3 2026 | $13.5M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 22.8K | — | — |
| Q3 2026 | $13.5M | 40.8K | — | — |
| Q2 2026 | $1.3M | 22.4K | — | — |
| Q2 2026 | $13.4M | 40.9K | — | — |
| Q1 2026 | $1.2M | 22.0K | — | — |
| Q1 2026 | $12.1M | 41.1K | — | — |
| Q4 2025 | $1.3M | 22.1K | — | — |
| Q4 2025 | $13.5M | 42.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B