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Paradigm, Strategies in Wealth Management, LLC → JPM-PM
Paradigm, Strategies in Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
26
Latest value
$4.7M
Q3 2026
Peak value
$16.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q3 2025 | $1.8M |
| Q3 2025 | $16.1M |
| Q3 2025 | $777K |
| Q4 2025 | $1.4M |
| Q4 2025 | $1.6M |
| Q4 2025 | $14.8M |
| Q4 2025 | $942K |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.3M |
| Q1 2026 | $13.2M |
| Q1 2026 | $1.4M |
| Q1 2026 | $245K |
| Q1 2026 | $574K |
| Q2 2026 | $1.4M |
| Q2 2026 | $1.6M |
| Q2 2026 | $12.4M |
| Q2 2026 | $1.5M |
| Q2 2026 | $1.4M |
| Q2 2026 | $1.8M |
| Q3 2026 | $1.4M |
| Q3 2026 | $819K |
| Q3 2026 | $10.4M |
| Q3 2026 | $1.5M |
| Q3 2026 | $3.7M |
| Q3 2026 | $4.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.7M | 49.2K | — | — |
| Q3 2026 | $3.7M | 35.0K | — | — |
| Q3 2026 | $1.5M | 24.8K | — | — |
| Q3 2026 | $10.4M | 207.4K | — | — |
| Q3 2026 | $819K | 16.2K | — | — |
| Q3 2026 | $1.4M | 24.3K | — | — |
| Q2 2026 | $1.8M | 19.8K | — | — |
| Q2 2026 | $1.4M | 12.3K | — | — |
| Q2 2026 | $1.5M | 25.0K | — | — |
| Q2 2026 | $12.4M | 245.0K | — | — |
| Q2 2026 | $1.6M | 31.6K | — | — |
| Q2 2026 | $1.4M | 24.2K | — | — |
| Q1 2026 | $574K | 6.7K | — | — |
| Q1 2026 | $245K | 3.1K | — | — |
| Q1 2026 | $1.4M | 25.5K | — | — |
| Q1 2026 | $13.2M | 261.1K | — | — |
| Q1 2026 | $1.3M | 25.2K | — | — |
| Q1 2026 | $1.3M | 23.7K | — | — |
| Q4 2025 | $942K | 16.2K | — | — |
| Q4 2025 | $14.8M | 293.3K | — | — |
| Q4 2025 | $1.6M | 32.0K | — | — |
| Q4 2025 | $1.4M | 23.8K | — | — |
| Q3 2025 | $777K | 13.5K | — | — |
| Q3 2025 | $16.1M | 316.8K | — | — |
| Q3 2025 | $1.8M | 35.0K | — | — |
| Q3 2025 | $1.4M | 23.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B