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INVENIO WEALTH PARTNERS LLC → JPM-PM
INVENIO WEALTH PARTNERS LLC JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$18.5M
Q3 2026
Peak value
$20.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q3 2025 | $20.7M |
| Q4 2025 | $1.2M |
| Q4 2025 | $19.7M |
| Q1 2026 | $1.1M |
| Q1 2026 | $19M |
| Q2 2026 | $1.2M |
| Q2 2026 | $20.1M |
| Q3 2026 | $1.3M |
| Q3 2026 | $18.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.5M | 388.3K | — | — |
| Q3 2026 | $1.3M | 3.8K | — | — |
| Q2 2026 | $20.1M | 397.3K | — | — |
| Q2 2026 | $1.2M | 3.7K | — | — |
| Q1 2026 | $19M | 380.5K | — | — |
| Q1 2026 | $1.1M | 3.6K | — | — |
| Q4 2025 | $19.7M | 390.2K | — | — |
| Q4 2025 | $1.2M | 3.6K | — | — |
| Q3 2025 | $20.7M | 410.7K | — | — |
| Q3 2025 | $1.2M | 3.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
Other INVENIO WEALTH PARTNERS LLC positions
ETHA
$25.1MISHARES MSCI INTL VALUE FACTOR ETF
ETHA
$24.4MISHARES MSCI INTL VALUE FACTOR ETF
ETHA
$23MISHARES MSCI INTL VALUE FACTOR ETF
SCHW-PJ
$22.4MSCHWAB U.S. LARGE-CAP GROWTH ETF
SCHW-PJ
$22.4MSCHWAB U.S. LARGE-CAP GROWTH ETF
SCHW-PJ
$22.2MSCHWAB U.S. LARGE-CAP GROWTH ETF
SCHW-PJ
$22.1MSCHWAB U.S. LARGE-CAP GROWTH ETF
STT-PG
$20.4MSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF