Back to JPM-PM
Prentice Wealth Management LLC → JPM-PM
Prentice Wealth Management LLC JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$871K
Q3 2026
Peak value
$14.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3M |
| Q4 2025 | $14.4M |
| Q4 2025 | $3.7M |
| Q4 2025 | $2.4M |
| Q1 2026 | $2.7M |
| Q1 2026 | $13.7M |
| Q1 2026 | $2.6M |
| Q1 2026 | $269K |
| Q2 2026 | $3M |
| Q2 2026 | $14.2M |
| Q2 2026 | $2.2M |
| Q2 2026 | $219K |
| Q3 2026 | $3.1M |
| Q3 2026 | $14.5M |
| Q3 2026 | $871K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $871K | 18.3K | — | — |
| Q3 2026 | $14.5M | 258.8K | — | — |
| Q3 2026 | $3.1M | 9.5K | — | — |
| Q2 2026 | $219K | 4.3K | — | — |
| Q2 2026 | $2.2M | 43.6K | — | — |
| Q2 2026 | $14.2M | 251.4K | — | — |
| Q2 2026 | $3M | 9.3K | — | — |
| Q1 2026 | $269K | 5.3K | — | — |
| Q1 2026 | $2.6M | 51.8K | — | — |
| Q1 2026 | $13.7M | 241.7K | — | — |
| Q1 2026 | $2.7M | 9.2K | — | — |
| Q4 2025 | $2.4M | 47.0K | — | — |
| Q4 2025 | $3.7M | 73.0K | — | — |
| Q4 2025 | $14.4M | 251.3K | — | — |
| Q4 2025 | $3M | 9.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B