Back to JPM-PM
Whipplewood Advisors, LLC → JPM-PM
Whipplewood Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
32
Latest value
$3.1M
Q3 2026
Peak value
$7.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $389K |
| Q3 2025 | $245K |
| Q3 2025 | $3.9M |
| Q3 2025 | $947K |
| Q3 2025 | $2.2M |
| Q4 2025 | $28K |
| Q4 2025 | $499K |
| Q4 2025 | $247K |
| Q4 2025 | $2.5M |
| Q4 2025 | $924K |
| Q4 2025 | $2.7M |
| Q1 2026 | $177K |
| Q1 2026 | $508K |
| Q1 2026 | $247K |
| Q1 2026 | $2.2M |
| Q1 2026 | $936K |
| Q1 2026 | $2.5M |
| Q1 2026 | $7.8M |
| Q2 2026 | $23K |
| Q2 2026 | $463K |
| Q2 2026 | $268K |
| Q2 2026 | $2.2M |
| Q2 2026 | $822K |
| Q2 2026 | $1.5M |
| Q2 2026 | $6M |
| Q3 2026 | $447K |
| Q3 2026 | $264K |
| Q3 2026 | $2.3M |
| Q3 2026 | $3M |
| Q3 2026 | $800K |
| Q3 2026 | $1.5M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 59.4K | — | — |
| Q3 2026 | $1.5M | 25.2K | — | — |
| Q3 2026 | $800K | 15.9K | — | — |
| Q3 2026 | $3M | 66.2K | — | — |
| Q3 2026 | $2.3M | 41.1K | — | — |
| Q3 2026 | $264K | 3.2K | — | — |
| Q3 2026 | $447K | 9.0K | — | — |
| Q2 2026 | $6M | 115.7K | — | — |
| Q2 2026 | $1.5M | 24.8K | — | — |
| Q2 2026 | $822K | 16.3K | — | — |
| Q2 2026 | $2.2M | 38.6K | — | — |
| Q2 2026 | $268K | 3.2K | — | — |
| Q2 2026 | $463K | 8.9K | — | — |
| Q2 2026 | $23K | 70 | — | — |
| Q1 2026 | $7.8M | 150.4K | — | — |
| Q1 2026 | $2.5M | 45.3K | — | — |
| Q1 2026 | $936K | 18.5K | — | — |
| Q1 2026 | $2.2M | 39.0K | — | — |
| Q1 2026 | $247K | 3.3K | — | — |
| Q1 2026 | $508K | 10.6K | — | — |
| Q1 2026 | $177K | 603 | — | — |
| Q4 2025 | $2.7M | 46.0K | — | — |
| Q4 2025 | $924K | 18.3K | — | — |
| Q4 2025 | $2.5M | 43.7K | — | — |
| Q4 2025 | $247K | 3.3K | — | — |
| Q4 2025 | $499K | 10.7K | — | — |
| Q4 2025 | $28K | 88 | — | — |
| Q3 2025 | $2.2M | 38.9K | — | — |
| Q3 2025 | $947K | 18.7K | — | — |
| Q3 2025 | $3.9M | 67.7K | — | — |
| Q3 2025 | $245K | 3.3K | — | — |
| Q3 2025 | $389K | 8.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B