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GK Wealth Management LLC → JPM-PM

GK Wealth Management LLC JPM-PM Position History

JPM-PM

Quarters held
18
Latest value
$31K
Q3 2026
Peak value
$5.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$508K
Q3 2025$4.9M
Q4 2025$468K
Q4 2025$5.1M
Q4 2025$1M
Q1 2026$328K
Q2 2026$575K
Q2 2026$4.4M
Q2 2026$1M
Q3 2026$107K
Q3 2026$481K
Q3 2026$67K
Q3 2026$16K
Q3 2026$112K
Q3 2026$2K
Q3 2026$3.2M
Q3 2026$62K
Q3 2026$31K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$31K325——
Q3 2026$62K1.0K——
Q3 2026$3.2M63.7K——
Q3 2026$2K27——
Q3 2026$112K2.5K——
Q3 2026$16K284——
Q3 2026$67K1.5K——
Q3 2026$481K1.5K——
Q3 2026$107K7.2K——
Q2 2026$1M10.6K——
Q2 2026$4.4M87.9K——
Q2 2026$575K1.8K——
Q1 2026$328K1.2K——
Q4 2025$1M10.9K——
Q4 2025$5.1M100.2K——
Q4 2025$468K1.5K——
Q3 2025$4.9M96.0K——
Q3 2025$508K1.6K——

Other funds holding JPM-PM

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