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Merkkuri Wealth Advisors LLC → JPM-PM

Merkkuri Wealth Advisors LLC JPM-PM Position History

JPM-PM

Quarters held
8
Latest value
$6.3M
Q3 2026
Peak value
$6.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.1M
Q1 2026$91K
Q1 2026$5.1M
Q1 2026$14K
Q1 2026$0
Q2 2026$6M
Q3 2026$6.3M
Q3 2026$6.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.3M111.9K——
Q3 2026$6.3M111.9K——
Q2 2026$6M105.4K——
Q1 2026$00——
Q1 2026$14K257——
Q1 2026$5.1M89.9K——
Q1 2026$91K310——
Q4 2025$5.1M89.4K——

Other funds holding JPM-PM

Other Merkkuri Wealth Advisors LLC positions

STT-PG

SPDR SERIES TRUST

$25.3M
STT-PG

SPDR SERIES TRUST

$25.3M
STT-PG

SPDR SERIES TRUST

$24.4M
STT-PG

SPDR SERIES TRUST

$17M
STT-PG

SPDR SERIES TRUST

$16.5M
ISMCF

ISHARES TR

$8.4M
ISMCF

ISHARES TR

$8.4M
ISMCF

ISHARES TR

$8.1M
Merkkuri Wealth Advisors LLC JPM-PM Holdings: 13F Position History | Track13F