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Spectrum Wealth Advisory Group, LLC → JPM-PM
Spectrum Wealth Advisory Group, LLC JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$535K
Q3 2026
Peak value
$38.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $248K |
| Q3 2025 | $32.5M |
| Q3 2025 | $5.5M |
| Q4 2025 | $234K |
| Q4 2025 | $33.5M |
| Q4 2025 | $639K |
| Q1 2026 | $32.8M |
| Q1 2026 | $4.4M |
| Q2 2026 | $514K |
| Q2 2026 | $65K |
| Q2 2026 | $38.7M |
| Q2 2026 | $725K |
| Q3 2026 | $321K |
| Q3 2026 | $24.1M |
| Q3 2026 | $535K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $535K | 11.4K | — | — |
| Q3 2026 | $24.1M | 326.4K | — | — |
| Q3 2026 | $321K | 971 | — | — |
| Q2 2026 | $725K | 15.0K | — | — |
| Q2 2026 | $38.7M | 535.2K | — | — |
| Q2 2026 | $65K | 833 | — | — |
| Q2 2026 | $514K | 1.6K | — | — |
| Q1 2026 | $4.4M | 91.9K | — | — |
| Q1 2026 | $32.8M | 534.4K | — | — |
| Q4 2025 | $639K | 13.1K | — | — |
| Q4 2025 | $33.5M | 529.8K | — | — |
| Q4 2025 | $234K | 726 | — | — |
| Q3 2025 | $5.5M | 111.2K | — | — |
| Q3 2025 | $32.5M | 517.3K | — | — |
| Q3 2025 | $248K | 787 | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B