Back to JPM-PM
WEBSTERROGERS FINANCIAL ADVISORS, LLC → JPM-PM
WEBSTERROGERS FINANCIAL ADVISORS, LLC JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$233K
Q3 2026
Peak value
$6.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $370K |
| Q4 2025 | $2.6M |
| Q4 2025 | $6.3M |
| Q1 2026 | $379K |
| Q1 2026 | $2.6M |
| Q1 2026 | $6.4M |
| Q1 2026 | $211K |
| Q2 2026 | $422K |
| Q2 2026 | $2.5M |
| Q2 2026 | $6.4M |
| Q2 2026 | $233K |
| Q3 2026 | $427K |
| Q3 2026 | $1.6M |
| Q3 2026 | $6.3M |
| Q3 2026 | $233K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $233K | 3.8K | — | — |
| Q3 2026 | $6.3M | 123.9K | — | — |
| Q3 2026 | $1.6M | 29.0K | — | — |
| Q3 2026 | $427K | 1.3K | — | — |
| Q2 2026 | $233K | 3.8K | — | — |
| Q2 2026 | $6.4M | 125.4K | — | — |
| Q2 2026 | $2.5M | 43.6K | — | — |
| Q2 2026 | $422K | 1.3K | — | — |
| Q1 2026 | $211K | 3.8K | — | — |
| Q1 2026 | $6.4M | 125.7K | — | — |
| Q1 2026 | $2.6M | 45.1K | — | — |
| Q1 2026 | $379K | 1.3K | — | — |
| Q4 2025 | $6.3M | 124.6K | — | — |
| Q4 2025 | $2.6M | 44.6K | — | — |
| Q4 2025 | $370K | 1.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B