Back to JPM-PM
4WEALTH ADVISORS, INC. → JPM-PM
4WEALTH ADVISORS, INC. JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$3.5M
Q3 2026
Peak value
$4.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $717K |
| Q3 2025 | $4.4M |
| Q3 2025 | $3.1M |
| Q4 2025 | $739K |
| Q4 2025 | $4.5M |
| Q4 2025 | $3.1M |
| Q1 2026 | $674K |
| Q1 2026 | $4.4M |
| Q1 2026 | $2.9M |
| Q2 2026 | $926K |
| Q2 2026 | $4.5M |
| Q2 2026 | $3.3M |
| Q3 2026 | $441K |
| Q3 2026 | $4.8M |
| Q3 2026 | $3.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.5M | 56.6K | — | — |
| Q3 2026 | $4.8M | 85.6K | — | — |
| Q3 2026 | $441K | 1.3K | — | — |
| Q2 2026 | $3.3M | 53.7K | — | — |
| Q2 2026 | $4.5M | 80.5K | — | — |
| Q2 2026 | $926K | 2.8K | — | — |
| Q1 2026 | $2.9M | 53.1K | — | — |
| Q1 2026 | $4.4M | 79.6K | — | — |
| Q1 2026 | $674K | 2.4K | — | — |
| Q4 2025 | $3.1M | 53.3K | — | — |
| Q4 2025 | $4.5M | 77.9K | — | — |
| Q4 2025 | $739K | 2.3K | — | — |
| Q3 2025 | $3.1M | 53.0K | — | — |
| Q3 2025 | $4.4M | 77.1K | — | — |
| Q3 2025 | $717K | 2.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B