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POWER WEALTH MANAGEMENT LLC → JPM-PM

POWER WEALTH MANAGEMENT LLC JPM-PM Position History

JPM-PM

Quarters held
15
Latest value
$7.4M
Q3 2026
Peak value
$12.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$546K
Q3 2025$10.6M
Q3 2025$7.6M
Q4 2025$554K
Q4 2025$10.8M
Q4 2025$8M
Q1 2026$483K
Q1 2026$11M
Q1 2026$6.8M
Q2 2026$638K
Q2 2026$11.2M
Q2 2026$6.9M
Q3 2026$605K
Q3 2026$12.1M
Q3 2026$7.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.4M158.6K——
Q3 2026$12.1M215.5K——
Q3 2026$605K1.8K——
Q2 2026$6.9M143.5K——
Q2 2026$11.2M198.7K——
Q2 2026$638K1.9K——
Q1 2026$6.8M142.1K——
Q1 2026$11M194.3K——
Q1 2026$483K1.6K——
Q4 2025$8M164.3K——
Q4 2025$10.8M189.1K——
Q4 2025$554K1.7K——
Q3 2025$7.6M154.8K——
Q3 2025$10.6M185.8K——
Q3 2025$546K1.7K——

Other funds holding JPM-PM

Other POWER WEALTH MANAGEMENT LLC positions

FIS

FIDELITY MERRIMACK STR TR

$39.8M
FIS

FIDELITY MERRIMACK STR TR

$39.4M
FIS

FIDELITY MERRIMACK STR TR

$37.9M
FIS

FIDELITY MERRIMACK STR TR

$37.6M
FIS

FIDELITY MERRIMACK STR TR

$36.1M
VGES

VANGUARD SCOTTSDALE FDS

$32.6M
VGES

VANGUARD SCOTTSDALE FDS

$31.3M
VGES

VANGUARD SCOTTSDALE FDS

$30.8M