Back to JPM-PM
Peterson Wealth Advisors, LLC → JPM-PM
Peterson Wealth Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
35
Latest value
$9.9M
Q3 2026
Peak value
$44.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $635K |
| Q3 2025 | $3.8M |
| Q3 2025 | $598K |
| Q3 2025 | $1.4M |
| Q3 2025 | $18.5M |
| Q3 2025 | $41.3M |
| Q3 2025 | $8.8M |
| Q4 2025 | $688K |
| Q4 2025 | $18.1M |
| Q4 2025 | $699K |
| Q4 2025 | $1.3M |
| Q4 2025 | $21M |
| Q4 2025 | $44.5M |
| Q4 2025 | $8.9M |
| Q1 2026 | $615K |
| Q1 2026 | $18.7M |
| Q1 2026 | $692K |
| Q1 2026 | $1.2M |
| Q1 2026 | $21.2M |
| Q1 2026 | $42.3M |
| Q1 2026 | $9.2M |
| Q2 2026 | $691K |
| Q2 2026 | $19.1M |
| Q2 2026 | $698K |
| Q2 2026 | $1.8M |
| Q2 2026 | $22M |
| Q2 2026 | $43.8M |
| Q2 2026 | $9.6M |
| Q3 2026 | $693K |
| Q3 2026 | $19.9M |
| Q3 2026 | $628K |
| Q3 2026 | $1.4M |
| Q3 2026 | $22.2M |
| Q3 2026 | $3.7M |
| Q3 2026 | $9.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.9M | 211.1K | — | — |
| Q3 2026 | $3.7M | 73.6K | — | — |
| Q3 2026 | $22.2M | 495.1K | — | — |
| Q3 2026 | $1.4M | 26.8K | — | — |
| Q3 2026 | $628K | 13.2K | — | — |
| Q3 2026 | $19.9M | 443.0K | — | — |
| Q3 2026 | $693K | 2.1K | — | — |
| Q2 2026 | $9.6M | 198.5K | — | — |
| Q2 2026 | $43.8M | 866.9K | — | — |
| Q2 2026 | $22M | 469.0K | — | — |
| Q2 2026 | $1.8M | 36.1K | — | — |
| Q2 2026 | $698K | 13.8K | — | — |
| Q2 2026 | $19.1M | 414.6K | — | — |
| Q2 2026 | $691K | 2.1K | — | — |
| Q1 2026 | $9.2M | 191.5K | — | — |
| Q1 2026 | $42.3M | 835.3K | — | — |
| Q1 2026 | $21.2M | 450.6K | — | — |
| Q1 2026 | $1.2M | 24.0K | — | — |
| Q1 2026 | $692K | 13.8K | — | — |
| Q1 2026 | $18.7M | 406.2K | — | — |
| Q1 2026 | $615K | 2.1K | — | — |
| Q4 2025 | $8.9M | 183.2K | — | — |
| Q4 2025 | $44.5M | 879.7K | — | — |
| Q4 2025 | $21M | 443.5K | — | — |
| Q4 2025 | $1.3M | 25.4K | — | — |
| Q4 2025 | $699K | 13.8K | — | — |
| Q4 2025 | $18.1M | 390.6K | — | — |
| Q4 2025 | $688K | 2.1K | — | — |
| Q3 2025 | $8.8M | 180.7K | — | — |
| Q3 2025 | $41.3M | 816.1K | — | — |
| Q3 2025 | $18.5M | 389.5K | — | — |
| Q3 2025 | $1.4M | 28.0K | — | — |
| Q3 2025 | $598K | 11.9K | — | — |
| Q3 2025 | $3.8M | 81.7K | — | — |
| Q3 2025 | $635K | 2.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B