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Global Wealth Management, LLC → JPM-PM

Global Wealth Management, LLC JPM-PM Position History

JPM-PM

Quarters held
4
Latest value
$22.1M
Q3 2026
Peak value
$26.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$26.6M
Q1 2026$26.6M
Q2 2026$25.6M
Q3 2026$22.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$22.1M437.6K——
Q2 2026$25.6M502.4K——
Q1 2026$26.6M522.7K——
Q4 2025$26.6M522.7K——

Other funds holding JPM-PM

Other Global Wealth Management, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$23.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$23M
VGES

VANGUARD BD INDEX FDS

$22.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$22.2M
VGES

VANGUARD BD INDEX FDS

$21.9M
VGES

VANGUARD BD INDEX FDS

$21.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$20.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$19.9M