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IAMS WEALTH MANAGEMENT, LLC → JPM-PM

IAMS WEALTH MANAGEMENT, LLC JPM-PM Position History

JPM-PM

Quarters held
4
Latest value
$3.8M
Q3 2026
Peak value
$4.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.4M
Q1 2026$3.6M
Q2 2026$4.2M
Q3 2026$3.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.8M11.6K——
Q2 2026$4.2M12.8K——
Q1 2026$3.6M12.2K——
Q4 2025$3.4M10.5K——

Other funds holding JPM-PM

Other IAMS WEALTH MANAGEMENT, LLC positions

QQQ

INVESCO QQQ TR

$18.2M
QQQ

INVESCO QQQ TR

$17.3M
QQQ

INVESCO QQQ TR

$15M
QQQ

INVESCO QQQ TR

$14.6M
SPY

SPDR S&P 500 ETF TR

$12.8M
SPY

STATE STR SPDR S&P 500 ETF T

$12.1M
SPY

STATE STR SPDR S&P 500 ETF T

$11.9M
SPY

STATE STR SPDR S&P 500 ETF T

$11.5M