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Strategic Wealth Investment Group, LLC → JPM-PM
Strategic Wealth Investment Group, LLC JPM-PM Position History
JPM-PM
Quarters held
5
Latest value
$19.8M
Q3 2026
Peak value
$31.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $31.7M |
| Q4 2025 | $22.6M |
| Q1 2026 | $20.8M |
| Q2 2026 | $20.9M |
| Q3 2026 | $19.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.8M | 60.0K | — | — |
| Q2 2026 | $20.9M | 63.9K | — | — |
| Q1 2026 | $20.8M | 70.8K | — | — |
| Q4 2025 | $22.6M | 70.2K | — | — |
| Q3 2025 | $31.7M | 100.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B