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San Luis Wealth Advisors LLC → JPM-PM
San Luis Wealth Advisors LLC JPM-PM Position History
JPM-PM
Quarters held
34
Latest value
$3.1M
Q3 2026
Peak value
$38.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.9M |
| Q3 2025 | $5.3M |
| Q3 2025 | $2.6M |
| Q3 2025 | $2.9M |
| Q3 2025 | $2.6M |
| Q3 2025 | $34.2M |
| Q3 2025 | $38.9M |
| Q3 2025 | $2.7M |
| Q3 2025 | $3.1M |
| Q4 2025 | $5.7M |
| Q4 2025 | $1.8M |
| Q4 2025 | $2.5M |
| Q4 2025 | $35.9M |
| Q4 2025 | $1.8M |
| Q1 2026 | $5.3M |
| Q1 2026 | $1.9M |
| Q1 2026 | $1.7M |
| Q1 2026 | $35.1M |
| Q1 2026 | $1.8M |
| Q2 2026 | $6.4M |
| Q2 2026 | $2.9M |
| Q2 2026 | $623K |
| Q2 2026 | $24.8M |
| Q2 2026 | $3.1M |
| Q3 2026 | $6.4M |
| Q3 2026 | $6.3M |
| Q3 2026 | $2.9M |
| Q3 2026 | $3M |
| Q3 2026 | $623K |
| Q3 2026 | $618K |
| Q3 2026 | $24.8M |
| Q3 2026 | $29.8M |
| Q3 2026 | $3.1M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 51.1K | — | — |
| Q3 2026 | $3.1M | 49.8K | — | — |
| Q3 2026 | $29.8M | 592.5K | — | — |
| Q3 2026 | $24.8M | 490.8K | — | — |
| Q3 2026 | $618K | 12.2K | — | — |
| Q3 2026 | $623K | 12.2K | — | — |
| Q3 2026 | $3M | 53.0K | — | — |
| Q3 2026 | $2.9M | 51.8K | — | — |
| Q3 2026 | $6.3M | 19.0K | — | — |
| Q3 2026 | $6.4M | 19.7K | — | — |
| Q2 2026 | $3.1M | 49.8K | — | — |
| Q2 2026 | $24.8M | 490.8K | — | — |
| Q2 2026 | $623K | 12.2K | — | — |
| Q2 2026 | $2.9M | 51.8K | — | — |
| Q2 2026 | $6.4M | 19.7K | — | — |
| Q1 2026 | $1.8M | 33.1K | — | — |
| Q1 2026 | $35.1M | 693.3K | — | — |
| Q1 2026 | $1.7M | 34.3K | — | — |
| Q1 2026 | $1.9M | 33.8K | — | — |
| Q1 2026 | $5.3M | 18.2K | — | — |
| Q4 2025 | $1.8M | 31.0K | — | — |
| Q4 2025 | $35.9M | 709.4K | — | — |
| Q4 2025 | $2.5M | 50.0K | — | — |
| Q4 2025 | $1.8M | 32.1K | — | — |
| Q4 2025 | $5.7M | 17.7K | — | — |
| Q3 2025 | $3.1M | 53.3K | — | — |
| Q3 2025 | $2.7M | 50.2K | — | — |
| Q3 2025 | $38.9M | 766.7K | — | — |
| Q3 2025 | $34.2M | 674.5K | — | — |
| Q3 2025 | $2.6M | 50.0K | — | — |
| Q3 2025 | $2.9M | 51.0K | — | — |
| Q3 2025 | $2.6M | 46.1K | — | — |
| Q3 2025 | $5.3M | 16.9K | — | — |
| Q3 2025 | $3.9M | 13.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B