Back to JPM-PM
ENCOMPASS WEALTH ADVISORS, LLC → JPM-PM
ENCOMPASS WEALTH ADVISORS, LLC JPM-PM Position History
JPM-PM
Quarters held
18
Latest value
$11.8M
Q3 2026
Peak value
$11.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $620K |
| Q3 2025 | $2.4M |
| Q3 2025 | $11M |
| Q4 2025 | $554K |
| Q4 2025 | $2.2M |
| Q4 2025 | $11.4M |
| Q1 2026 | $492K |
| Q1 2026 | $2.2M |
| Q1 2026 | $11.5M |
| Q2 2026 | $542K |
| Q2 2026 | $2.5M |
| Q2 2026 | $11.6M |
| Q3 2026 | $635K |
| Q3 2026 | $635K |
| Q3 2026 | $3.4M |
| Q3 2026 | $3.4M |
| Q3 2026 | $11.8M |
| Q3 2026 | $11.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.8M | 233.6K | — | — |
| Q3 2026 | $11.8M | 233.6K | — | — |
| Q3 2026 | $3.4M | 67.0K | — | — |
| Q3 2026 | $3.4M | 67.0K | — | — |
| Q3 2026 | $635K | 1.9K | — | — |
| Q3 2026 | $635K | 1.9K | — | — |
| Q2 2026 | $11.6M | 228.4K | — | — |
| Q2 2026 | $2.5M | 48.8K | — | — |
| Q2 2026 | $542K | 1.7K | — | — |
| Q1 2026 | $11.5M | 227.9K | — | — |
| Q1 2026 | $2.2M | 43.9K | — | — |
| Q1 2026 | $492K | 1.7K | — | — |
| Q4 2025 | $11.4M | 225.1K | — | — |
| Q4 2025 | $2.2M | 43.9K | — | — |
| Q4 2025 | $554K | 1.7K | — | — |
| Q3 2025 | $11M | 217.1K | — | — |
| Q3 2025 | $2.4M | 47.0K | — | — |
| Q3 2025 | $620K | 2.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B