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OMNI 360 Wealth, Inc. → JPM-PM
OMNI 360 Wealth, Inc. JPM-PM Position History
JPM-PM
Quarters held
43
Latest value
$258K
Q3 2026
Peak value
$4.3M
First seen
Q4 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2023 | $253K |
| Q4 2023 | $649K |
| Q4 2023 | $1.1M |
| Q1 2024 | $294K |
| Q1 2024 | $983K |
| Q1 2024 | $1.1M |
| Q2 2024 | $306K |
| Q2 2024 | $1.7M |
| Q2 2024 | $1.1M |
| Q3 2024 | $346K |
| Q3 2024 | $2.1M |
| Q3 2024 | $1.2M |
| Q3 2024 | $235K |
| Q4 2024 | $290K |
| Q4 2024 | $2.3M |
| Q4 2024 | $1M |
| Q4 2024 | $230K |
| Q1 2025 | $286K |
| Q1 2025 | $2.7M |
| Q1 2025 | $1.1M |
| Q1 2025 | $305K |
| Q2 2025 | $338K |
| Q2 2025 | $2.9M |
| Q2 2025 | $1.1M |
| Q3 2025 | $364K |
| Q3 2025 | $3.2M |
| Q3 2025 | $1.1M |
| Q3 2025 | $263K |
| Q4 2025 | $356K |
| Q4 2025 | $3.6M |
| Q4 2025 | $965K |
| Q4 2025 | $266K |
| Q1 2026 | $340K |
| Q1 2026 | $3.9M |
| Q1 2026 | $920K |
| Q1 2026 | $289K |
| Q2 2026 | $379K |
| Q2 2026 | $4.3M |
| Q2 2026 | $917K |
| Q3 2026 | $449K |
| Q3 2026 | $4.3M |
| Q3 2026 | $906K |
| Q3 2026 | $258K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $258K | 5.4K | — | — |
| Q3 2026 | $906K | 16.1K | — | — |
| Q3 2026 | $4.3M | 95.0K | — | — |
| Q3 2026 | $449K | 1.4K | — | — |
| Q2 2026 | $917K | 16.2K | — | — |
| Q2 2026 | $4.3M | 93.2K | — | — |
| Q2 2026 | $379K | 1.2K | — | — |
| Q1 2026 | $289K | 5.8K | — | — |
| Q1 2026 | $920K | 16.2K | — | — |
| Q1 2026 | $3.9M | 84.8K | — | — |
| Q1 2026 | $340K | 1.2K | — | — |
| Q4 2025 | $266K | 5.2K | — | — |
| Q4 2025 | $965K | 16.5K | — | — |
| Q4 2025 | $3.6M | 76.6K | — | — |
| Q4 2025 | $356K | 1.2K | — | — |
| Q3 2025 | $263K | 5.2K | — | — |
| Q3 2025 | $1.1M | 18.7K | — | — |
| Q3 2025 | $3.2M | 68.6K | — | — |
| Q3 2025 | $364K | 1.2K | — | — |
| Q2 2025 | $1.1M | 19.3K | — | — |
| Q2 2025 | $2.9M | 62.2K | — | — |
| Q2 2025 | $338K | 1.2K | — | — |
| Q1 2025 | $305K | 6.1K | — | — |
| Q1 2025 | $1.1M | 18.6K | — | — |
| Q1 2025 | $2.7M | 57.8K | — | — |
| Q1 2025 | $286K | 1.2K | — | — |
| Q4 2024 | $230K | 4.6K | — | — |
| Q4 2024 | $1M | 18.2K | — | — |
| Q4 2024 | $2.3M | 49.4K | — | — |
| Q4 2024 | $290K | 1.2K | — | — |
| Q3 2024 | $235K | 4.6K | — | — |
| Q3 2024 | $1.2M | 19.8K | — | — |
| Q3 2024 | $2.1M | 44.6K | — | — |
| Q3 2024 | $346K | 1.6K | — | — |
| Q2 2024 | $1.1M | 19.4K | — | — |
| Q2 2024 | $1.7M | 37.0K | — | — |
| Q2 2024 | $306K | 1.5K | — | — |
| Q1 2024 | $1.1M | 18.4K | — | — |
| Q1 2024 | $983K | 21.6K | — | — |
| Q1 2024 | $294K | 1.5K | — | — |
| Q4 2023 | $1.1M | 20.5K | — | — |
| Q4 2023 | $649K | 14.2K | — | — |
| Q4 2023 | $253K | 1.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B