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Solutions 4 Wealth, Ltd → JPM-PM
Solutions 4 Wealth, Ltd JPM-PM Position History
JPM-PM
Quarters held
6
Latest value
$353K
Q3 2026
Peak value
$4.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q4 2025 | $2.4M |
| Q1 2026 | $2.7M |
| Q2 2026 | $3.4M |
| Q3 2026 | $4.5M |
| Q3 2026 | $353K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $353K | 5.8K | — | — |
| Q3 2026 | $4.5M | 79.3K | — | — |
| Q2 2026 | $3.4M | 59.3K | — | — |
| Q1 2026 | $2.7M | 48.1K | — | — |
| Q4 2025 | $2.4M | 42.4K | — | — |
| Q3 2025 | $1.5M | 25.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B