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Endowment Wealth Management, Inc. → JPM-PM
Endowment Wealth Management, Inc. JPM-PM Position History
JPM-PM
Quarters held
26
Latest value
$1M
Q3 2026
Peak value
$5.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $215K |
| Q3 2025 | $215K |
| Q3 2025 | $520K |
| Q3 2025 | $4M |
| Q4 2025 | $1.5M |
| Q4 2025 | $310K |
| Q4 2025 | $215K |
| Q4 2025 | $537K |
| Q4 2025 | $4M |
| Q1 2026 | $1.8M |
| Q1 2026 | $211K |
| Q1 2026 | $273K |
| Q1 2026 | $546K |
| Q1 2026 | $4.8M |
| Q2 2026 | $1.8M |
| Q2 2026 | $234K |
| Q2 2026 | $311K |
| Q2 2026 | $492K |
| Q2 2026 | $4.9M |
| Q2 2026 | $858K |
| Q3 2026 | $2.1M |
| Q3 2026 | $235K |
| Q3 2026 | $311K |
| Q3 2026 | $728K |
| Q3 2026 | $5.6M |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 9.9K | — | — |
| Q3 2026 | $5.6M | 110.7K | — | — |
| Q3 2026 | $728K | 12.9K | — | — |
| Q3 2026 | $311K | 939 | — | — |
| Q3 2026 | $235K | 710 | — | — |
| Q3 2026 | $2.1M | 90.3K | — | — |
| Q2 2026 | $858K | 7.7K | — | — |
| Q2 2026 | $4.9M | 96.4K | — | — |
| Q2 2026 | $492K | 8.7K | — | — |
| Q2 2026 | $311K | 950 | — | — |
| Q2 2026 | $234K | 715 | — | — |
| Q2 2026 | $1.8M | 79.4K | — | — |
| Q1 2026 | $4.8M | 94.5K | — | — |
| Q1 2026 | $546K | 9.6K | — | — |
| Q1 2026 | $273K | 927 | — | — |
| Q1 2026 | $211K | 718 | — | — |
| Q1 2026 | $1.8M | 79.0K | — | — |
| Q4 2025 | $4M | 78.4K | — | — |
| Q4 2025 | $537K | 9.4K | — | — |
| Q4 2025 | $215K | 669 | — | — |
| Q4 2025 | $310K | 961 | — | — |
| Q4 2025 | $1.5M | 63.6K | — | — |
| Q3 2025 | $4M | 78.3K | — | — |
| Q3 2025 | $520K | 9.1K | — | — |
| Q3 2025 | $215K | 682 | — | — |
| Q3 2025 | $215K | 683 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B