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Capstone Wealth Management Group, Inc. → JPM-PM
Capstone Wealth Management Group, Inc. JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$3.4M
Q3 2026
Peak value
$4.4M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $668K |
| Q2 2026 | $4M |
| Q2 2026 | $565K |
| Q2 2026 | $3.3M |
| Q3 2026 | $667K |
| Q3 2026 | $4.4M |
| Q3 2026 | $603K |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 55.3K | — | — |
| Q3 2026 | $603K | 12.9K | — | — |
| Q3 2026 | $4.4M | 77.5K | — | — |
| Q3 2026 | $667K | 2.0K | — | — |
| Q2 2026 | $3.3M | 54.1K | — | — |
| Q2 2026 | $565K | 11.7K | — | — |
| Q2 2026 | $4M | 71.1K | — | — |
| Q2 2026 | $668K | 2.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B