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KOM Wealth Management Group, LLC → JPM-PM

KOM Wealth Management Group, LLC JPM-PM Position History

JPM-PM

Quarters held
9
Latest value
$13.8M
Q3 2026
Peak value
$13.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.7M
Q4 2025$5.6M
Q4 2025$3.4M
Q1 2026$3.7M
Q1 2026$4.6M
Q2 2026$2.6M
Q2 2026$6.8M
Q3 2026$1.7M
Q3 2026$13.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.8M309.1K——
Q3 2026$1.7M74.1K——
Q2 2026$6.8M144.4K——
Q2 2026$2.6M113.8K——
Q1 2026$4.6M97.2K——
Q1 2026$3.7M162.1K——
Q4 2025$3.4M72.3K——
Q4 2025$5.6M244.1K——
Q3 2025$5.7M247.5K——

Other funds holding JPM-PM

Other KOM Wealth Management Group, LLC positions

VGES

VANGUARD INDEX FDS

$35.4M
VGES

VANGUARD INDEX FDS

$33.4M
VGES

VANGUARD INDEX FDS

$28.9M
VGES

VANGUARD INDEX FDS

$28.9M
VGES

VANGUARD INDEX FDS

$27.6M
ETHA

ISHARES TR

$15.7M
ETHA

ISHARES TR

$15.2M
ETHA

ISHARES TR

$14M