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Northwest Wealth Advisors, LLC → JPM-PM
Northwest Wealth Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$2.3M
Q3 2026
Peak value
$2.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $295K |
| Q4 2025 | $1.6M |
| Q1 2026 | $270K |
| Q1 2026 | $1.7M |
| Q2 2026 | $341K |
| Q2 2026 | $2M |
| Q3 2026 | $345K |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 23.5K | — | — |
| Q3 2026 | $345K | 1.0K | — | — |
| Q2 2026 | $2M | 20.6K | — | — |
| Q2 2026 | $341K | 1.0K | — | — |
| Q1 2026 | $1.7M | 20.0K | — | — |
| Q1 2026 | $270K | 917 | — | — |
| Q4 2025 | $1.6M | 17.5K | — | — |
| Q4 2025 | $295K | 917 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B