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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
PeriodPosition 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

QuarterValueShares% PortfolioChange
Q3 2026$871K18.3K——
Q3 2026$14.5M258.8K——
Q3 2026$3.1M9.5K——
Q2 2026$219K4.3K——
Q2 2026$2.2M43.6K——
Q2 2026$14.2M251.4K——
Q2 2026$3M9.3K——
Q1 2026$269K5.3K——
Q1 2026$2.6M51.8K——
Q1 2026$13.7M241.7K——
Q1 2026$2.7M9.2K——
Q4 2025$2.4M47.0K——
Q4 2025$3.7M73.0K——
Q4 2025$14.4M251.3K——
Q4 2025$3M9.3K——

Other funds holding JPM-PM

Other Prentice Wealth Management LLC positions

VGES

VANGUARD INDEX FDS

$70.5M
ETHA

ISHARES TR

$68.4M
ETHA

ISHARES TR

$67.5M
ETHA

ISHARES TR

$64.7M
ETHA

ISHARES TR

$60.5M
VGES

VANGUARD INDEX FDS

$49.1M
VGES

VANGUARD INDEX FDS

$46.4M
VGES

VANGUARD INTL EQUITY INDEX F

$44.7M