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Future Financial Wealth Managment LLC → JPM-PM

Future Financial Wealth Managment LLC JPM-PM Position History

JPM-PM

Quarters held
12
Latest value
$812K
Q3 2026
Peak value
$3.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$895K
Q4 2025$3.5M
Q4 2025$971K
Q1 2026$904K
Q1 2026$3.4M
Q1 2026$977K
Q2 2026$1M
Q2 2026$3.4M
Q2 2026$734K
Q3 2026$978K
Q3 2026$3.6M
Q3 2026$812K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$812K13.3K——
Q3 2026$3.6M79.6K——
Q3 2026$978K3.0K——
Q2 2026$734K12.5K——
Q2 2026$3.4M74.9K——
Q2 2026$1M3.0K——
Q1 2026$977K16.7K——
Q1 2026$3.4M73.5K——
Q1 2026$904K3.0K——
Q4 2025$971K16.8K——
Q4 2025$3.5M76.1K——
Q4 2025$895K3.0K——

Other funds holding JPM-PM

Other Future Financial Wealth Managment LLC positions

ETHA

INVESCO EXCH TRADED FD TR II

$19.3M
VGES

VANGUARD INDEX FDS

$18.5M
ETHA

INVESCO EXCH TRADED FD TR II

$17.7M
VGES

VANGUARD INDEX FDS

$17.3M
ETHA

INVESCO EXCH TRADED FD TR II

$17M
VGES

VANGUARD INDEX FDS

$16.9M
VGES

VANGUARD INDEX FDS

$15.6M
ETHA

INVESCO EXCH TRADED FD TR II

$15.2M