Back to JPM-PM
Independent Wealth Network Inc. → JPM-PM
Independent Wealth Network Inc. JPM-PM Position History
JPM-PM
Quarters held
25
Latest value
$1.7M
Q3 2026
Peak value
$12.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $499K |
| Q4 2025 | $628K |
| Q4 2025 | $2.4M |
| Q4 2025 | $1.9M |
| Q4 2025 | $1M |
| Q4 2025 | $10M |
| Q4 2025 | $467K |
| Q1 2026 | $415K |
| Q1 2026 | $3.3M |
| Q1 2026 | $1.1M |
| Q1 2026 | $12.6M |
| Q1 2026 | $592K |
| Q1 2026 | $638K |
| Q2 2026 | $468K |
| Q2 2026 | $3.4M |
| Q2 2026 | $1.2M |
| Q2 2026 | $12.3M |
| Q2 2026 | $606K |
| Q2 2026 | $751K |
| Q3 2026 | $513K |
| Q3 2026 | $3.1M |
| Q3 2026 | $1.2M |
| Q3 2026 | $11.9M |
| Q3 2026 | $603K |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 27.0K | — | — |
| Q3 2026 | $603K | 13.6K | — | — |
| Q3 2026 | $11.9M | 236.8K | — | — |
| Q3 2026 | $1.2M | 27.1K | — | — |
| Q3 2026 | $3.1M | 55.4K | — | — |
| Q3 2026 | $513K | 1.6K | — | — |
| Q2 2026 | $751K | 12.2K | — | — |
| Q2 2026 | $606K | 13.2K | — | — |
| Q2 2026 | $12.3M | 242.6K | — | — |
| Q2 2026 | $1.2M | 24.6K | — | — |
| Q2 2026 | $3.4M | 60.8K | — | — |
| Q2 2026 | $468K | 1.4K | — | — |
| Q1 2026 | $638K | 11.5K | — | — |
| Q1 2026 | $592K | 12.9K | — | — |
| Q1 2026 | $12.6M | 249.9K | — | — |
| Q1 2026 | $1.1M | 22.5K | — | — |
| Q1 2026 | $3.3M | 57.6K | — | — |
| Q1 2026 | $415K | 1.4K | — | — |
| Q4 2025 | $467K | 8.0K | — | — |
| Q4 2025 | $10M | 198.4K | — | — |
| Q4 2025 | $1M | 21.8K | — | — |
| Q4 2025 | $1.9M | 15.5K | — | — |
| Q4 2025 | $2.4M | 42.5K | — | — |
| Q4 2025 | $628K | 13.6K | — | — |
| Q4 2025 | $499K | 1.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B