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HBW ADVISORY SERVICES LLC → JPM-PM

HBW ADVISORY SERVICES LLC JPM-PM Position History

JPM-PM

Quarters held
25
Latest value
$313K
Q3 2026
Peak value
$26.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.3M
Q4 2025$3.4M
Q4 2025$7.9M
Q4 2025$26.4M
Q4 2025$11M
Q4 2025$3.5M
Q1 2026$2.1M
Q1 2026$3.8M
Q1 2026$18.9M
Q1 2026$24.5M
Q1 2026$11.5M
Q1 2026$3.5M
Q2 2026$2.6M
Q2 2026$3M
Q2 2026$18.8M
Q2 2026$23.4M
Q2 2026$11.5M
Q2 2026$4.4M
Q3 2026$2.9M
Q3 2026$2.5M
Q3 2026$9.6M
Q3 2026$6.4M
Q3 2026$10.6M
Q3 2026$3.7M
Q3 2026$313K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$313K3.3K——
Q3 2026$3.7M61.1K——
Q3 2026$10.6M211.2K——
Q3 2026$6.4M114.4K——
Q3 2026$9.6M214.8K——
Q3 2026$2.5M30.8K——
Q3 2026$2.9M8.8K——
Q2 2026$4.4M72.2K——
Q2 2026$11.5M226.9K——
Q2 2026$23.4M414.6K——
Q2 2026$18.8M408.8K——
Q2 2026$3M36.5K——
Q2 2026$2.6M8.0K——
Q1 2026$3.5M63.9K——
Q1 2026$11.5M228.1K——
Q1 2026$24.5M432.9K——
Q1 2026$18.9M410.6K——
Q1 2026$3.8M49.9K——
Q1 2026$2.1M7.1K——
Q4 2025$3.5M60.8K——
Q4 2025$11M217.1K——
Q4 2025$26.4M460.5K——
Q4 2025$7.9M170.0K——
Q4 2025$3.4M45.6K——
Q4 2025$2.3M7.2K——

Other funds holding JPM-PM

Other HBW ADVISORY SERVICES LLC positions

VGES

VANGUARD INDEX FDS

$61.1M
VGES

VANGUARD INDEX FDS

$57.5M
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$52M
VGES

VANGUARD INDEX FDS

$50.5M
IVZ

INVESCO EXCH TRADED FD TR II

$42.5M
QQQ

INVESCO QQQ TR

$42.3M
QQQ

INVESCO QQQ TR

$34.7M
QQQ

INVESCO QQQ TR

$31M