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Xcel Wealth Management, LLC → JPM-PM
Xcel Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$1.3M
Q3 2026
Peak value
$13.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.5M |
| Q3 2025 | $909K |
| Q4 2025 | $13.8M |
| Q4 2025 | $972K |
| Q1 2026 | $11.3M |
| Q1 2026 | $1.1M |
| Q2 2026 | $12.1M |
| Q2 2026 | $1.3M |
| Q3 2026 | $11.9M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 21.9K | — | — |
| Q3 2026 | $11.9M | 36.1K | — | — |
| Q2 2026 | $1.3M | 21.2K | — | — |
| Q2 2026 | $12.1M | 37.1K | — | — |
| Q1 2026 | $1.1M | 19.8K | — | — |
| Q1 2026 | $11.3M | 38.5K | — | — |
| Q4 2025 | $972K | 16.7K | — | — |
| Q4 2025 | $13.8M | 42.7K | — | — |
| Q3 2025 | $909K | 15.8K | — | — |
| Q3 2025 | $13.5M | 42.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B