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Landmark Wealth Management, LLC → JPM-PM

Landmark Wealth Management, LLC JPM-PM Position History

JPM-PM

Quarters held
17
Latest value
$422K
Q3 2026
Peak value
$11.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$254K
Q4 2025$3.8M
Q4 2025$8.4M
Q1 2026$2.3M
Q1 2026$422K
Q1 2026$4.5M
Q1 2026$10.6M
Q2 2026$2.3M
Q2 2026$610K
Q2 2026$4.5M
Q2 2026$11.6M
Q2 2026$426K
Q3 2026$2.3M
Q3 2026$658K
Q3 2026$2.7M
Q3 2026$11.4M
Q3 2026$422K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$422K6.9K——
Q3 2026$11.4M255.2K——
Q3 2026$2.7M56.0K——
Q3 2026$658K11.7K——
Q3 2026$2.3M7.1K——
Q2 2026$426K6.9K——
Q2 2026$11.6M246.1K——
Q2 2026$4.5M89.6K——
Q2 2026$610K10.8K——
Q2 2026$2.3M7.1K——
Q1 2026$10.6M225.4K——
Q1 2026$4.5M89.7K——
Q1 2026$422K7.4K——
Q1 2026$2.3M7.7K——
Q4 2025$8.4M178.3K——
Q4 2025$3.8M75.0K——
Q4 2025$254K4.4K——

Other funds holding JPM-PM

Other Landmark Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$67.8M
VGES

VANGUARD INDEX FDS

$65.3M
VGES

VANGUARD INDEX FDS

$57.1M
VGES

VANGUARD INDEX FDS

$45.9M
KOLD

PROSHARES TR

$22.4M
IR

NYLIM ETF TR

$21.3M
KOLD

PROSHARES TR

$21.1M
KOLD

PROSHARES TR

$20.1M
Landmark Wealth Management, LLC JPM-PM Holdings: 13F Position History | Track13F