Back to JPM-PM
Mascagni Wealth Management, Inc. → JPM-PM
Mascagni Wealth Management, Inc. JPM-PM Position History
JPM-PM
Quarters held
21
Latest value
$229K
Q3 2026
Peak value
$2.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $483K |
| Q4 2025 | $365K |
| Q4 2025 | $1.5M |
| Q4 2025 | $451K |
| Q4 2025 | $219K |
| Q1 2026 | $251K |
| Q1 2026 | $473K |
| Q1 2026 | $418K |
| Q1 2026 | $1.4M |
| Q1 2026 | $362K |
| Q2 2026 | $795K |
| Q2 2026 | $467K |
| Q2 2026 | $570K |
| Q2 2026 | $1.3M |
| Q2 2026 | $236K |
| Q3 2026 | $808K |
| Q3 2026 | $463K |
| Q3 2026 | $556K |
| Q3 2026 | $2.5M |
| Q3 2026 | $236K |
| Q3 2026 | $229K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $229K | 2.4K | — | — |
| Q3 2026 | $236K | 3.9K | — | — |
| Q3 2026 | $2.5M | 49.3K | — | — |
| Q3 2026 | $556K | 9.9K | — | — |
| Q3 2026 | $463K | 10.3K | — | — |
| Q3 2026 | $808K | 2.4K | — | — |
| Q2 2026 | $236K | 3.8K | — | — |
| Q2 2026 | $1.3M | 25.8K | — | — |
| Q2 2026 | $570K | 10.1K | — | — |
| Q2 2026 | $467K | 10.1K | — | — |
| Q2 2026 | $795K | 2.4K | — | — |
| Q1 2026 | $362K | 6.5K | — | — |
| Q1 2026 | $1.4M | 27.5K | — | — |
| Q1 2026 | $418K | 7.4K | — | — |
| Q1 2026 | $473K | 10.3K | — | — |
| Q1 2026 | $251K | 852 | — | — |
| Q4 2025 | $219K | 2.4K | — | — |
| Q4 2025 | $451K | 7.8K | — | — |
| Q4 2025 | $1.5M | 28.9K | — | — |
| Q4 2025 | $365K | 6.4K | — | — |
| Q4 2025 | $483K | 10.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B