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Tiller Private Wealth, Inc. → JPM-PM

Tiller Private Wealth, Inc. JPM-PM Position History

JPM-PM

Quarters held
4
Latest value
$978K
Q3 2026
Peak value
$980K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$980K
Q1 2026$868K
Q2 2026$968K
Q3 2026$978K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$978K3.0K——
Q2 2026$968K3.0K——
Q1 2026$868K3.0K——
Q4 2025$980K3.0K——

Other funds holding JPM-PM

Other Tiller Private Wealth, Inc. positions

ETHA

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ETHA

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ETHA

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$54.1M
ETHA

ISHARES TR

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SPY

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SPY

STATE STR SPDR S&P 500 ETF T

$46.2M
SPY

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$41.7M
SPY

STATE STR SPDR S&P 500 ETF T

$39.9M