Back to JPM-PM
Lantern Wealth Advisors, LLC → JPM-PM
Lantern Wealth Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$324K
Q3 2026
Peak value
$3.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.8M |
| Q3 2025 | $218K |
| Q3 2025 | $240K |
| Q3 2025 | $394K |
| Q4 2025 | $3.9M |
| Q4 2025 | $247K |
| Q4 2025 | $307K |
| Q1 2026 | $3.5M |
| Q1 2026 | $304K |
| Q2 2026 | $3.9M |
| Q2 2026 | $328K |
| Q3 2026 | $3.9M |
| Q3 2026 | $204K |
| Q3 2026 | $204K |
| Q3 2026 | $324K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $324K | 6.9K | — | — |
| Q3 2026 | $204K | 4.0K | — | — |
| Q3 2026 | $204K | 2.8K | — | — |
| Q3 2026 | $3.9M | 11.9K | — | — |
| Q2 2026 | $328K | 6.8K | — | — |
| Q2 2026 | $3.9M | 11.8K | — | — |
| Q1 2026 | $304K | 6.4K | — | — |
| Q1 2026 | $3.5M | 12.0K | — | — |
| Q4 2025 | $307K | 6.3K | — | — |
| Q4 2025 | $247K | 4.9K | — | — |
| Q4 2025 | $3.9M | 12.1K | — | — |
| Q3 2025 | $394K | 8.0K | — | — |
| Q3 2025 | $240K | 4.7K | — | — |
| Q3 2025 | $218K | 3.5K | — | — |
| Q3 2025 | $3.8M | 12.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B