Back to JPM-PM
FORTERIS WEALTH MANAGEMENT INC. → JPM-PM
FORTERIS WEALTH MANAGEMENT INC. JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$1M
Q3 2026
Peak value
$2.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.5M |
| Q4 2025 | $784K |
| Q1 2026 | $2.2M |
| Q1 2026 | $807K |
| Q2 2026 | $2.4M |
| Q2 2026 | $930K |
| Q3 2026 | $2.3M |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 18.3K | — | — |
| Q3 2026 | $2.3M | 7.1K | — | — |
| Q2 2026 | $930K | 16.5K | — | — |
| Q2 2026 | $2.4M | 7.4K | — | — |
| Q1 2026 | $807K | 14.2K | — | — |
| Q1 2026 | $2.2M | 7.5K | — | — |
| Q4 2025 | $784K | 13.7K | — | — |
| Q4 2025 | $2.5M | 7.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B