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LJI Wealth Management, LLC → JPM-PM
LJI Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$575K
Q3 2026
Peak value
$8.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.9M |
| Q3 2025 | $1.3M |
| Q4 2025 | $8.8M |
| Q4 2025 | $1.8M |
| Q1 2026 | $7.5M |
| Q1 2026 | $2.3M |
| Q1 2026 | $203K |
| Q2 2026 | $8.4M |
| Q2 2026 | $2.8M |
| Q3 2026 | $8.5M |
| Q3 2026 | $3.2M |
| Q3 2026 | $575K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $575K | 9.4K | — | — |
| Q3 2026 | $3.2M | 57.7K | — | — |
| Q3 2026 | $8.5M | 25.8K | — | — |
| Q2 2026 | $2.8M | 50.1K | — | — |
| Q2 2026 | $8.4M | 25.7K | — | — |
| Q1 2026 | $203K | 3.7K | — | — |
| Q1 2026 | $2.3M | 39.8K | — | — |
| Q1 2026 | $7.5M | 25.5K | — | — |
| Q4 2025 | $1.8M | 31.3K | — | — |
| Q4 2025 | $8.8M | 27.3K | — | — |
| Q3 2025 | $1.3M | 22.2K | — | — |
| Q3 2025 | $7.9M | 25.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B