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Wellington Shields & Co., LLC → JPM-PM
Wellington Shields & Co., LLC JPM-PM Position History
JPM-PM
Quarters held
11
Latest value
$2.8M
Q3 2026
Peak value
$15.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $15.6M |
| Q3 2025 | $143K |
| Q3 2025 | $58K |
| Q4 2025 | $15.3M |
| Q4 2025 | $172K |
| Q4 2025 | $58K |
| Q1 2026 | $14M |
| Q1 2026 | $142K |
| Q2 2026 | $15.8M |
| Q2 2026 | $141K |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 8.5K | — | — |
| Q2 2026 | $141K | 2.5K | — | — |
| Q2 2026 | $15.8M | 48.3K | — | — |
| Q1 2026 | $142K | 2.5K | — | — |
| Q1 2026 | $14M | 47.6K | — | — |
| Q4 2025 | $58K | 1.0K | — | — |
| Q4 2025 | $172K | 3.0K | — | — |
| Q4 2025 | $15.3M | 47.5K | — | — |
| Q3 2025 | $58K | 1.0K | — | — |
| Q3 2025 | $143K | 2.5K | — | — |
| Q3 2025 | $15.6M | 49.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B