Back to JPM-PM
Lineweaver Wealth Advisors, LLC → JPM-PM
Lineweaver Wealth Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
28
Latest value
$18.7M
Q3 2026
Peak value
$26.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.8M |
| Q4 2025 | $25.5M |
| Q4 2025 | $649K |
| Q4 2025 | $2.6M |
| Q4 2025 | $998K |
| Q4 2025 | $1M |
| Q4 2025 | $11.8M |
| Q1 2026 | $8.2M |
| Q1 2026 | $26.9M |
| Q1 2026 | $580K |
| Q1 2026 | $2.7M |
| Q1 2026 | $299K |
| Q1 2026 | $636K |
| Q1 2026 | $15.9M |
| Q2 2026 | $9.7M |
| Q2 2026 | $24.7M |
| Q2 2026 | $628K |
| Q2 2026 | $2.3M |
| Q2 2026 | $300K |
| Q2 2026 | $673K |
| Q2 2026 | $17.7M |
| Q3 2026 | $10M |
| Q3 2026 | $25M |
| Q3 2026 | $635K |
| Q3 2026 | $2.5M |
| Q3 2026 | $299K |
| Q3 2026 | $564K |
| Q3 2026 | $18.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.7M | 196.1K | — | — |
| Q3 2026 | $564K | 11.2K | — | — |
| Q3 2026 | $299K | 5.9K | — | — |
| Q3 2026 | $2.5M | 52.8K | — | — |
| Q3 2026 | $635K | 11.3K | — | — |
| Q3 2026 | $25M | 555.9K | — | — |
| Q3 2026 | $10M | 30.3K | — | — |
| Q2 2026 | $17.7M | 192.3K | — | — |
| Q2 2026 | $673K | 13.3K | — | — |
| Q2 2026 | $300K | 5.9K | — | — |
| Q2 2026 | $2.3M | 46.1K | — | — |
| Q2 2026 | $628K | 11.1K | — | — |
| Q2 2026 | $24.7M | 537.4K | — | — |
| Q2 2026 | $9.7M | 29.6K | — | — |
| Q1 2026 | $15.9M | 185.2K | — | — |
| Q1 2026 | $636K | 12.6K | — | — |
| Q1 2026 | $299K | 5.9K | — | — |
| Q1 2026 | $2.7M | 54.6K | — | — |
| Q1 2026 | $580K | 10.2K | — | — |
| Q1 2026 | $26.9M | 584.8K | — | — |
| Q1 2026 | $8.2M | 28.0K | — | — |
| Q4 2025 | $11.8M | 146.6K | — | — |
| Q4 2025 | $1M | 20.4K | — | — |
| Q4 2025 | $998K | 19.6K | — | — |
| Q4 2025 | $2.6M | 52.1K | — | — |
| Q4 2025 | $649K | 11.3K | — | — |
| Q4 2025 | $25.5M | 550.2K | — | — |
| Q4 2025 | $8.8M | 27.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B