Back to JPM-PM
Independent Wealth Advisors LLC → JPM-PM
Independent Wealth Advisors LLC JPM-PM Position History
JPM-PM
Quarters held
4
Latest value
$5.9M
Q3 2026
Peak value
$5.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.2M |
| Q1 2026 | $4.5M |
| Q2 2026 | $5.1M |
| Q3 2026 | $5.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.9M | 106.5K | — | — |
| Q2 2026 | $5.1M | 92.7K | — | — |
| Q1 2026 | $4.5M | 86.2K | — | — |
| Q4 2025 | $4.2M | 80.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B