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NEW WAVE WEALTH ADVISORS LLC → JPM-PM
NEW WAVE WEALTH ADVISORS LLC JPM-PM Position History
JPM-PM
Quarters held
21
Latest value
$1.3M
Q3 2026
Peak value
$11.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $358K |
| Q3 2025 | $7.2M |
| Q3 2025 | $2.1M |
| Q4 2025 | $263K |
| Q4 2025 | $7.5M |
| Q4 2025 | $2.3M |
| Q1 2026 | $1.6M |
| Q1 2026 | $263K |
| Q1 2026 | $8.1M |
| Q1 2026 | $1.8M |
| Q2 2026 | $245K |
| Q2 2026 | $245K |
| Q2 2026 | $270K |
| Q2 2026 | $270K |
| Q2 2026 | $11.8M |
| Q2 2026 | $11.8M |
| Q2 2026 | $848K |
| Q2 2026 | $848K |
| Q3 2026 | $251K |
| Q3 2026 | $262K |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 21.8K | — | — |
| Q3 2026 | $262K | 5.9K | — | — |
| Q3 2026 | $251K | 755 | — | — |
| Q2 2026 | $848K | 8.6K | — | — |
| Q2 2026 | $848K | 8.6K | — | — |
| Q2 2026 | $11.8M | 191.2K | — | — |
| Q2 2026 | $11.8M | 191.2K | — | — |
| Q2 2026 | $270K | 5.8K | — | — |
| Q2 2026 | $270K | 5.8K | — | — |
| Q2 2026 | $245K | 748 | — | — |
| Q2 2026 | $245K | 748 | — | — |
| Q1 2026 | $1.8M | 21.3K | — | — |
| Q1 2026 | $8.1M | 145.9K | — | — |
| Q1 2026 | $263K | 5.6K | — | — |
| Q1 2026 | $1.6M | 27.4K | — | — |
| Q4 2025 | $2.3M | 25.1K | — | — |
| Q4 2025 | $7.5M | 127.4K | — | — |
| Q4 2025 | $263K | 5.5K | — | — |
| Q3 2025 | $2.1M | 22.2K | — | — |
| Q3 2025 | $7.2M | 125.0K | — | — |
| Q3 2025 | $358K | 7.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B