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Meriwether Wealth & Planning, LLC → JPM-PM
Meriwether Wealth & Planning, LLC JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$257K
Q3 2026
Peak value
$4.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.6M |
| Q3 2025 | $298K |
| Q4 2025 | $4.4M |
| Q4 2025 | $268K |
| Q1 2026 | $3.7M |
| Q1 2026 | $245K |
| Q2 2026 | $4.1M |
| Q2 2026 | $249K |
| Q3 2026 | $4.1M |
| Q3 2026 | $257K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $257K | 4.6K | — | — |
| Q3 2026 | $4.1M | 12.4K | — | — |
| Q2 2026 | $249K | 4.4K | — | — |
| Q2 2026 | $4.1M | 12.5K | — | — |
| Q1 2026 | $245K | 4.3K | — | — |
| Q1 2026 | $3.7M | 12.4K | — | — |
| Q4 2025 | $268K | 4.7K | — | — |
| Q4 2025 | $4.4M | 13.6K | — | — |
| Q3 2025 | $298K | 5.2K | — | — |
| Q3 2025 | $4.6M | 14.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B