Back to JPM-PM
Etesian Wealth Advisors, Inc. → JPM-PM
Etesian Wealth Advisors, Inc. JPM-PM Position History
JPM-PM
Quarters held
40
Latest value
$1.7M
Q3 2026
Peak value
$8.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.9M |
| Q4 2025 | $7.3M |
| Q4 2025 | $6.9M |
| Q4 2025 | $246K |
| Q4 2025 | $2M |
| Q4 2025 | $403K |
| Q4 2025 | $2.1M |
| Q4 2025 | $218K |
| Q4 2025 | $2.7M |
| Q4 2025 | $1.4M |
| Q1 2026 | $3.4M |
| Q1 2026 | $7.6M |
| Q1 2026 | $7M |
| Q1 2026 | $248K |
| Q1 2026 | $2M |
| Q1 2026 | $366K |
| Q1 2026 | $2.2M |
| Q1 2026 | $219K |
| Q1 2026 | $2.9M |
| Q1 2026 | $1.4M |
| Q2 2026 | $3.6M |
| Q2 2026 | $8.3M |
| Q2 2026 | $7M |
| Q2 2026 | $203K |
| Q2 2026 | $2M |
| Q2 2026 | $373K |
| Q2 2026 | $2M |
| Q2 2026 | $213K |
| Q2 2026 | $3.6M |
| Q2 2026 | $1.6M |
| Q3 2026 | $3.4M |
| Q3 2026 | $8.2M |
| Q3 2026 | $6.7M |
| Q3 2026 | $212K |
| Q3 2026 | $2.1M |
| Q3 2026 | $354K |
| Q3 2026 | $1.8M |
| Q3 2026 | $253K |
| Q3 2026 | $4M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 27.2K | — | — |
| Q3 2026 | $4M | 86.0K | — | — |
| Q3 2026 | $253K | 5.0K | — | — |
| Q3 2026 | $1.8M | 39.9K | — | — |
| Q3 2026 | $354K | 2.6K | — | — |
| Q3 2026 | $2.1M | 37.2K | — | — |
| Q3 2026 | $212K | 2.7K | — | — |
| Q3 2026 | $6.7M | 148.2K | — | — |
| Q3 2026 | $8.2M | 100.0K | — | — |
| Q3 2026 | $3.4M | 10.2K | — | — |
| Q2 2026 | $1.6M | 25.4K | — | — |
| Q2 2026 | $3.6M | 74.5K | — | — |
| Q2 2026 | $213K | 4.2K | — | — |
| Q2 2026 | $2M | 41.8K | — | — |
| Q2 2026 | $373K | 2.7K | — | — |
| Q2 2026 | $2M | 35.3K | — | — |
| Q2 2026 | $203K | 2.7K | — | — |
| Q2 2026 | $7M | 151.2K | — | — |
| Q2 2026 | $8.3M | 100.5K | — | — |
| Q2 2026 | $3.6M | 10.9K | — | — |
| Q1 2026 | $1.4M | 25.5K | — | — |
| Q1 2026 | $2.9M | 60.9K | — | — |
| Q1 2026 | $219K | 4.3K | — | — |
| Q1 2026 | $2.2M | 45.7K | — | — |
| Q1 2026 | $366K | 2.8K | — | — |
| Q1 2026 | $2M | 36.1K | — | — |
| Q1 2026 | $248K | 3.6K | — | — |
| Q1 2026 | $7M | 151.4K | — | — |
| Q1 2026 | $7.6M | 100.0K | — | — |
| Q1 2026 | $3.4M | 11.6K | — | — |
| Q4 2025 | $1.4M | 23.9K | — | — |
| Q4 2025 | $2.7M | 54.8K | — | — |
| Q4 2025 | $218K | 4.3K | — | — |
| Q4 2025 | $2.1M | 44.8K | — | — |
| Q4 2025 | $403K | 3.3K | — | — |
| Q4 2025 | $2M | 35.4K | — | — |
| Q4 2025 | $246K | 3.7K | — | — |
| Q4 2025 | $6.9M | 149.0K | — | — |
| Q4 2025 | $7.3M | 97.9K | — | — |
| Q4 2025 | $3.9M | 12.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B