Back to JPM-PM
Forza Wealth Management, LLC → JPM-PM
Forza Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$5.5M
Q3 2026
Peak value
$7.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.7M |
| Q3 2025 | $5.7M |
| Q3 2025 | $6.4M |
| Q4 2025 | $5.9M |
| Q4 2025 | $5.6M |
| Q4 2025 | $7.2M |
| Q1 2026 | $5.4M |
| Q1 2026 | $5.6M |
| Q1 2026 | $6.9M |
| Q2 2026 | $6M |
| Q2 2026 | $5.4M |
| Q2 2026 | $6.3M |
| Q3 2026 | $6.2M |
| Q3 2026 | $5.9M |
| Q3 2026 | $5.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.5M | 108.5K | — | — |
| Q3 2026 | $5.9M | 116.5K | — | — |
| Q3 2026 | $6.2M | 18.8K | — | — |
| Q2 2026 | $6.3M | 125.3K | — | — |
| Q2 2026 | $5.4M | 106.4K | — | — |
| Q2 2026 | $6M | 18.2K | — | — |
| Q1 2026 | $6.9M | 135.7K | — | — |
| Q1 2026 | $5.6M | 109.2K | — | — |
| Q1 2026 | $5.4M | 18.2K | — | — |
| Q4 2025 | $7.2M | 142.7K | — | — |
| Q4 2025 | $5.6M | 109.2K | — | — |
| Q4 2025 | $5.9M | 18.2K | — | — |
| Q3 2025 | $6.4M | 126.5K | — | — |
| Q3 2025 | $5.7M | 111.2K | — | — |
| Q3 2025 | $5.7M | 18.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B