Back to JPM-PM
Ridgeline Wealth Planning, LLC → JPM-PM
Ridgeline Wealth Planning, LLC JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$20.5M
Q3 2026
Peak value
$20.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $237K |
| Q4 2025 | $19.9M |
| Q1 2026 | $217K |
| Q1 2026 | $19.9M |
| Q2 2026 | $255K |
| Q2 2026 | $20M |
| Q3 2026 | $433K |
| Q3 2026 | $20.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.5M | 406.0K | — | — |
| Q3 2026 | $433K | 1.3K | — | — |
| Q2 2026 | $20M | 395.7K | — | — |
| Q2 2026 | $255K | 780 | — | — |
| Q1 2026 | $19.9M | 393.4K | — | — |
| Q1 2026 | $217K | 738 | — | — |
| Q4 2025 | $19.9M | 394.3K | — | — |
| Q4 2025 | $237K | 736 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B