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Palatine Hill Wealth Management, LLC → JPM-PM
Palatine Hill Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
7
Latest value
$203K
Q3 2026
Peak value
$859K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $847K |
| Q4 2025 | $377K |
| Q1 2026 | $762K |
| Q1 2026 | $241K |
| Q2 2026 | $849K |
| Q3 2026 | $859K |
| Q3 2026 | $203K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $203K | 4.0K | — | — |
| Q3 2026 | $859K | 2.6K | — | — |
| Q2 2026 | $849K | 2.6K | — | — |
| Q1 2026 | $241K | 4.8K | — | — |
| Q1 2026 | $762K | 2.6K | — | — |
| Q4 2025 | $377K | 7.5K | — | — |
| Q4 2025 | $847K | 2.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
Other Palatine Hill Wealth Management, LLC positions
ETHA
$52.5MISHARES CORE S&P 500 ETF
ETHA
$46.8MISHARES CORE S&P 500 ETF
ETHA
$41.7MISHARES CORE S&P 500 ETF
ETHA
$38.3MISHARES CORE S&P 500 ETF
STT-PG
$17.8MSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
STT-PG
$16.7MSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
STT-PG
$15.8MSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
STT-PG
$13.3MSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF