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Welch Group, LLC JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$91.5M
Q3 2026
Peak value
$91.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $90.6M |
| Q4 2025 | $255K |
| Q4 2025 | $230K |
| Q1 2026 | $81.5M |
| Q1 2026 | $253K |
| Q1 2026 | $219K |
| Q2 2026 | $90.6M |
| Q2 2026 | $261K |
| Q2 2026 | $243K |
| Q3 2026 | $91.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $91.5M | 276.6K | — | — |
| Q2 2026 | $243K | 4.0K | — | — |
| Q2 2026 | $261K | 4.6K | — | — |
| Q2 2026 | $90.6M | 276.8K | — | — |
| Q1 2026 | $219K | 4.0K | — | — |
| Q1 2026 | $253K | 4.5K | — | — |
| Q1 2026 | $81.5M | 277.0K | — | — |
| Q4 2025 | $230K | 4.0K | — | — |
| Q4 2025 | $255K | 4.5K | — | — |
| Q4 2025 | $90.6M | 281.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B