Back to JPM-PM
Walkner Condon Financial Advisors LLC → JPM-PM
Walkner Condon Financial Advisors LLC JPM-PM Position History
JPM-PM
Quarters held
52
Latest value
$8.1M
Q3 2026
Peak value
$30.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.6M |
| Q4 2025 | $450K |
| Q4 2025 | $243K |
| Q4 2025 | $207K |
| Q4 2025 | $3.6M |
| Q4 2025 | $1.6M |
| Q4 2025 | $3.8M |
| Q4 2025 | $24.8M |
| Q4 2025 | $287K |
| Q4 2025 | $4.2M |
| Q4 2025 | $594K |
| Q4 2025 | $301K |
| Q4 2025 | $3.7M |
| Q1 2026 | $1.3M |
| Q1 2026 | $409K |
| Q1 2026 | $260K |
| Q1 2026 | $212K |
| Q1 2026 | $3.2M |
| Q1 2026 | $2.9M |
| Q1 2026 | $2.5M |
| Q1 2026 | $27.7M |
| Q1 2026 | $281K |
| Q1 2026 | $4.8M |
| Q1 2026 | $610K |
| Q1 2026 | $287K |
| Q1 2026 | $5.4M |
| Q2 2026 | $1.5M |
| Q2 2026 | $453K |
| Q2 2026 | $232K |
| Q2 2026 | $219K |
| Q2 2026 | $2.6M |
| Q2 2026 | $3.2M |
| Q2 2026 | $2.3M |
| Q2 2026 | $30.9M |
| Q2 2026 | $332K |
| Q2 2026 | $5.7M |
| Q2 2026 | $293K |
| Q2 2026 | $318K |
| Q2 2026 | $6.8M |
| Q3 2026 | $1.7M |
| Q3 2026 | $472K |
| Q3 2026 | $223K |
| Q3 2026 | $247K |
| Q3 2026 | $2M |
| Q3 2026 | $2.5M |
| Q3 2026 | $2.6M |
| Q3 2026 | $30.8M |
| Q3 2026 | $333K |
| Q3 2026 | $6.2M |
| Q3 2026 | $215K |
| Q3 2026 | $318K |
| Q3 2026 | $8.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.1M | 85.4K | — | — |
| Q3 2026 | $318K | 5.2K | — | — |
| Q3 2026 | $215K | 4.6K | — | — |
| Q3 2026 | $6.2M | 123.5K | — | — |
| Q3 2026 | $333K | 4.5K | — | — |
| Q3 2026 | $30.8M | 687.0K | — | — |
| Q3 2026 | $2.6M | 52.1K | — | — |
| Q3 2026 | $2.5M | 53.4K | — | — |
| Q3 2026 | $2M | 35.5K | — | — |
| Q3 2026 | $247K | 3.9K | — | — |
| Q3 2026 | $223K | 5.0K | — | — |
| Q3 2026 | $472K | 5.8K | — | — |
| Q3 2026 | $1.7M | 5.3K | — | — |
| Q2 2026 | $6.8M | 74.5K | — | — |
| Q2 2026 | $318K | 5.2K | — | — |
| Q2 2026 | $293K | 6.1K | — | — |
| Q2 2026 | $5.7M | 112.7K | — | — |
| Q2 2026 | $332K | 4.6K | — | — |
| Q2 2026 | $30.9M | 658.9K | — | — |
| Q2 2026 | $2.3M | 45.4K | — | — |
| Q2 2026 | $3.2M | 64.0K | — | — |
| Q2 2026 | $2.6M | 46.2K | — | — |
| Q2 2026 | $219K | 3.5K | — | — |
| Q2 2026 | $232K | 5.0K | — | — |
| Q2 2026 | $453K | 5.5K | — | — |
| Q2 2026 | $1.5M | 4.6K | — | — |
| Q1 2026 | $5.4M | 63.5K | — | — |
| Q1 2026 | $287K | 5.2K | — | — |
| Q1 2026 | $610K | 12.7K | — | — |
| Q1 2026 | $4.8M | 95.8K | — | — |
| Q1 2026 | $281K | 4.6K | — | — |
| Q1 2026 | $27.7M | 587.4K | — | — |
| Q1 2026 | $2.5M | 48.9K | — | — |
| Q1 2026 | $2.9M | 58.8K | — | — |
| Q1 2026 | $3.2M | 55.8K | — | — |
| Q1 2026 | $212K | 3.4K | — | — |
| Q1 2026 | $260K | 5.6K | — | — |
| Q1 2026 | $409K | 5.4K | — | — |
| Q1 2026 | $1.3M | 4.4K | — | — |
| Q4 2025 | $3.7M | 46.1K | — | — |
| Q4 2025 | $301K | 5.2K | — | — |
| Q4 2025 | $594K | 12.2K | — | — |
| Q4 2025 | $4.2M | 82.8K | — | — |
| Q4 2025 | $287K | 4.5K | — | — |
| Q4 2025 | $24.8M | 522.9K | — | — |
| Q4 2025 | $3.8M | 74.8K | — | — |
| Q4 2025 | $1.6M | 31.8K | — | — |
| Q4 2025 | $3.6M | 62.4K | — | — |
| Q4 2025 | $207K | 3.4K | — | — |
| Q4 2025 | $243K | 5.3K | — | — |
| Q4 2025 | $450K | 6.0K | — | — |
| Q4 2025 | $1.6M | 5.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B