Back to JPM-PM
Turtle Creek Wealth Advisors, LLC → JPM-PM
Turtle Creek Wealth Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
16
Latest value
$11K
Q3 2026
Peak value
$26.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $19.8M |
| Q3 2025 | $332K |
| Q4 2025 | $21.5M |
| Q4 2025 | $330K |
| Q1 2026 | $21.3M |
| Q1 2026 | $381K |
| Q1 2026 | $59K |
| Q1 2026 | $11K |
| Q2 2026 | $26.8M |
| Q2 2026 | $416K |
| Q2 2026 | $62K |
| Q2 2026 | $11K |
| Q3 2026 | $26.9M |
| Q3 2026 | $434K |
| Q3 2026 | $63K |
| Q3 2026 | $11K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11K | 177 | — | — |
| Q3 2026 | $63K | 628 | — | — |
| Q3 2026 | $434K | 5.5K | — | — |
| Q3 2026 | $26.9M | 81.2K | — | — |
| Q2 2026 | $11K | 177 | — | — |
| Q2 2026 | $62K | 628 | — | — |
| Q2 2026 | $416K | 5.5K | — | — |
| Q2 2026 | $26.8M | 81.9K | — | — |
| Q1 2026 | $11K | 177 | — | — |
| Q1 2026 | $59K | 628 | — | — |
| Q1 2026 | $381K | 5.5K | — | — |
| Q1 2026 | $21.3M | 72.3K | — | — |
| Q4 2025 | $330K | 5.0K | — | — |
| Q4 2025 | $21.5M | 66.7K | — | — |
| Q3 2025 | $332K | 5.0K | — | — |
| Q3 2025 | $19.8M | 62.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B