Back to JPM-PM
Guided Capital Wealth Management, LLC → JPM-PM
Guided Capital Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
14
Latest value
$4.8M
Q3 2026
Peak value
$8.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $686K |
| Q4 2025 | $8.2M |
| Q4 2025 | $4.2M |
| Q1 2026 | $679K |
| Q1 2026 | $7.3M |
| Q1 2026 | $3.6M |
| Q2 2026 | $677K |
| Q2 2026 | $208K |
| Q2 2026 | $8.6M |
| Q2 2026 | $5.1M |
| Q3 2026 | $756K |
| Q3 2026 | $211K |
| Q3 2026 | $8.3M |
| Q3 2026 | $4.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.8M | 45.3K | — | — |
| Q3 2026 | $8.3M | 86.4K | — | — |
| Q3 2026 | $211K | 4.2K | — | — |
| Q3 2026 | $756K | 13.4K | — | — |
| Q2 2026 | $5.1M | 45.6K | — | — |
| Q2 2026 | $8.6M | 86.9K | — | — |
| Q2 2026 | $208K | 4.1K | — | — |
| Q2 2026 | $677K | 12.0K | — | — |
| Q1 2026 | $3.6M | 45.8K | — | — |
| Q1 2026 | $7.3M | 86.5K | — | — |
| Q1 2026 | $679K | 12.0K | — | — |
| Q4 2025 | $4.2M | 46.3K | — | — |
| Q4 2025 | $8.2M | 88.8K | — | — |
| Q4 2025 | $686K | 12.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B