Back to JPM-PM
WEATHERLY ASSET MANAGEMENT L. P. → JPM-PM
WEATHERLY ASSET MANAGEMENT L. P. JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$28.4M
Q3 2026
Peak value
$38.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.5M |
| Q4 2025 | $36.1M |
| Q4 2025 | $25.9M |
| Q1 2026 | $4.1M |
| Q1 2026 | $37M |
| Q1 2026 | $26.6M |
| Q2 2026 | $4.5M |
| Q2 2026 | $37.1M |
| Q2 2026 | $27.5M |
| Q3 2026 | $4.4M |
| Q3 2026 | $38.8M |
| Q3 2026 | $28.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28.4M | 563.9K | — | — |
| Q3 2026 | $38.8M | 768.2K | — | — |
| Q3 2026 | $4.4M | 13.4K | — | — |
| Q2 2026 | $27.5M | 543.6K | — | — |
| Q2 2026 | $37.1M | 727.5K | — | — |
| Q2 2026 | $4.5M | 13.6K | — | — |
| Q1 2026 | $26.6M | 525.3K | — | — |
| Q1 2026 | $37M | 726.6K | — | — |
| Q1 2026 | $4.1M | 14.0K | — | — |
| Q4 2025 | $25.9M | 511.1K | — | — |
| Q4 2025 | $36.1M | 707.6K | — | — |
| Q4 2025 | $4.5M | 14.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B