Back to JPM-PM
Ergawealth Advisors, Inc. → JPM-PM
Ergawealth Advisors, Inc. JPM-PM Position History
JPM-PM
Quarters held
13
Latest value
$252K
Q3 2026
Peak value
$4.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.3M |
| Q4 2025 | $232K |
| Q4 2025 | $2.2M |
| Q4 2025 | $572K |
| Q1 2026 | $3.5M |
| Q1 2026 | $2.7M |
| Q1 2026 | $387K |
| Q2 2026 | $2.5M |
| Q2 2026 | $2.3M |
| Q2 2026 | $248K |
| Q3 2026 | $2.4M |
| Q3 2026 | $2.1M |
| Q3 2026 | $252K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $252K | 4.1K | — | — |
| Q3 2026 | $2.1M | 41.8K | — | — |
| Q3 2026 | $2.4M | 43.1K | — | — |
| Q2 2026 | $248K | 4.0K | — | — |
| Q2 2026 | $2.3M | 45.4K | — | — |
| Q2 2026 | $2.5M | 44.3K | — | — |
| Q1 2026 | $387K | 7.0K | — | — |
| Q1 2026 | $2.7M | 52.5K | — | — |
| Q1 2026 | $3.5M | 62.0K | — | — |
| Q4 2025 | $572K | 9.8K | — | — |
| Q4 2025 | $2.2M | 44.1K | — | — |
| Q4 2025 | $232K | 4.6K | — | — |
| Q4 2025 | $4.3M | 74.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B