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Sanchez Wealth Management Group → JPM-PM
Sanchez Wealth Management Group JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$1.5M
Q3 2026
Peak value
$27.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $551K |
| Q3 2025 | $20.3M |
| Q4 2025 | $563K |
| Q4 2025 | $22.6M |
| Q1 2026 | $522K |
| Q1 2026 | $22.3M |
| Q2 2026 | $581K |
| Q2 2026 | $27.1M |
| Q3 2026 | $222K |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 21.0K | — | — |
| Q3 2026 | $222K | 5.0K | — | — |
| Q2 2026 | $27.1M | 375.1K | — | — |
| Q2 2026 | $581K | 1.8K | — | — |
| Q1 2026 | $22.3M | 364.0K | — | — |
| Q1 2026 | $522K | 1.8K | — | — |
| Q4 2025 | $22.6M | 357.7K | — | — |
| Q4 2025 | $563K | 1.7K | — | — |
| Q3 2025 | $20.3M | 323.2K | — | — |
| Q3 2025 | $551K | 1.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B