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Foguth Wealth Management, LLC. → JPM-PM
Foguth Wealth Management, LLC. JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$219K
Q3 2026
Peak value
$56.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $680K |
| Q4 2025 | $11.3M |
| Q4 2025 | $5.5M |
| Q1 2026 | $724K |
| Q1 2026 | $51.5M |
| Q1 2026 | $556K |
| Q2 2026 | $1M |
| Q2 2026 | $56.3M |
| Q2 2026 | $450K |
| Q3 2026 | $1.2M |
| Q3 2026 | $36.1M |
| Q3 2026 | $219K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $219K | 3.7K | — | — |
| Q3 2026 | $36.1M | 632.1K | — | — |
| Q3 2026 | $1.2M | 3.6K | — | — |
| Q2 2026 | $450K | 7.7K | — | — |
| Q2 2026 | $56.3M | 998.7K | — | — |
| Q2 2026 | $1M | 3.1K | — | — |
| Q1 2026 | $556K | 9.1K | — | — |
| Q1 2026 | $51.5M | 919.5K | — | — |
| Q1 2026 | $724K | 2.4K | — | — |
| Q4 2025 | $5.5M | 94.8K | — | — |
| Q4 2025 | $11.3M | 197.0K | — | — |
| Q4 2025 | $680K | 2.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B