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Lodestone Wealth Management LLC → JPM-PM
Lodestone Wealth Management LLC JPM-PM Position History
JPM-PM
Quarters held
29
Latest value
$7.6M
Q3 2026
Peak value
$7.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q3 2025 | $3.2M |
| Q3 2025 | $336K |
| Q3 2025 | $6.9M |
| Q4 2025 | $1.5M |
| Q4 2025 | $3.1M |
| Q4 2025 | $351K |
| Q4 2025 | $19K |
| Q4 2025 | $6.9M |
| Q1 2026 | $1.3M |
| Q1 2026 | $2.8M |
| Q1 2026 | $1.3M |
| Q1 2026 | $2.8M |
| Q1 2026 | $359K |
| Q1 2026 | $359K |
| Q1 2026 | $19K |
| Q1 2026 | $19K |
| Q1 2026 | $7M |
| Q1 2026 | $7M |
| Q2 2026 | $1.3M |
| Q2 2026 | $3.1M |
| Q2 2026 | $355K |
| Q2 2026 | $19K |
| Q2 2026 | $7.2M |
| Q3 2026 | $1.3M |
| Q3 2026 | $3.1M |
| Q3 2026 | $361K |
| Q3 2026 | $18K |
| Q3 2026 | $7.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.6M | 150.9K | — | — |
| Q3 2026 | $18K | 329 | — | — |
| Q3 2026 | $361K | 5.7K | — | — |
| Q3 2026 | $3.1M | 9.4K | — | — |
| Q3 2026 | $1.3M | 3.9K | — | — |
| Q2 2026 | $7.2M | 142.7K | — | — |
| Q2 2026 | $19K | 329 | — | — |
| Q2 2026 | $355K | 5.7K | — | — |
| Q2 2026 | $3.1M | 9.4K | — | — |
| Q2 2026 | $1.3M | 3.9K | — | — |
| Q1 2026 | $7M | 139.0K | — | — |
| Q1 2026 | $7M | 139.0K | — | — |
| Q1 2026 | $19K | 329 | — | — |
| Q1 2026 | $19K | 329 | — | — |
| Q1 2026 | $359K | 5.8K | — | — |
| Q1 2026 | $359K | 5.8K | — | — |
| Q1 2026 | $2.8M | 9.6K | — | — |
| Q1 2026 | $1.3M | 4.6K | — | — |
| Q1 2026 | $2.8M | 9.6K | — | — |
| Q1 2026 | $1.3M | 4.6K | — | — |
| Q4 2025 | $6.9M | 137.2K | — | — |
| Q4 2025 | $19K | 329 | — | — |
| Q4 2025 | $351K | 5.8K | — | — |
| Q4 2025 | $3.1M | 9.6K | — | — |
| Q4 2025 | $1.5M | 4.7K | — | — |
| Q3 2025 | $6.9M | 135.5K | — | — |
| Q3 2025 | $336K | 5.7K | — | — |
| Q3 2025 | $3.2M | 10.2K | — | — |
| Q3 2025 | $1.5M | 4.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B