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Independent Solutions Wealth Management, LLC → JPM-PM
Independent Solutions Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$8.8M
Q3 2026
Peak value
$8.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.8M |
| Q4 2025 | $3.6M |
| Q1 2026 | $3M |
| Q1 2026 | $8.5M |
| Q2 2026 | $1.9M |
| Q2 2026 | $8.3M |
| Q3 2026 | $2.6M |
| Q3 2026 | $8.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.8M | 175.5K | — | — |
| Q3 2026 | $2.6M | 7.8K | — | — |
| Q2 2026 | $8.3M | 164.1K | — | — |
| Q2 2026 | $1.9M | 5.7K | — | — |
| Q1 2026 | $8.5M | 167.7K | — | — |
| Q1 2026 | $3M | 10.1K | — | — |
| Q4 2025 | $3.6M | 71.8K | — | — |
| Q4 2025 | $1.8M | 5.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B