Back to JPM-PM
4J Wealth Management LLC → JPM-PM
4J Wealth Management LLC JPM-PM Position History
JPM-PM
Quarters held
11
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $280K |
| Q4 2025 | $334K |
| Q4 2025 | $492K |
| Q1 2026 | $223K |
| Q1 2026 | $335K |
| Q1 2026 | $870K |
| Q2 2026 | $367K |
| Q2 2026 | $2.5M |
| Q3 2026 | $203K |
| Q3 2026 | $356K |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 44.5K | — | — |
| Q3 2026 | $356K | 1.1K | — | — |
| Q3 2026 | $203K | 8.9K | — | — |
| Q2 2026 | $2.5M | 44.7K | — | — |
| Q2 2026 | $367K | 1.1K | — | — |
| Q1 2026 | $870K | 15.4K | — | — |
| Q1 2026 | $335K | 1.1K | — | — |
| Q1 2026 | $223K | 9.7K | — | — |
| Q4 2025 | $492K | 8.6K | — | — |
| Q4 2025 | $334K | 1.0K | — | — |
| Q4 2025 | $280K | 12.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B