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Integrity Wealth Partners, LLC → JPM-PM

Integrity Wealth Partners, LLC JPM-PM Position History

JPM-PM

Quarters held
4
Latest value
$6.5M
Q3 2026
Peak value
$10.1M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$9.3M
Q1 2026$4.9M
Q3 2026$10.1M
Q3 2026$6.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.5M105.6K——
Q3 2026$10.1M179.9K——
Q1 2026$4.9M89.0K——
Q1 2026$9.3M164.8K——

Other funds holding JPM-PM

Other Integrity Wealth Partners, LLC positions

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$7M
FPF

FIRST TR EXCHANGE TRADED FD

$6M
TMO

NEOS ETF TRUST

$5.6M
FPF

FIRST TR EXCHANGE TRADED FD

$4.7M
ETHA

ISHARES TR

$3.7M
PDO

PIMCO DYNAMIC INCOME OPRNTS

$3.5M