Back to JPM-PM
Total Wealth Planning & Management, Inc. → JPM-PM
Total Wealth Planning & Management, Inc. JPM-PM Position History
JPM-PM
Quarters held
4
Latest value
$2.5M
Q3 2026
Peak value
$2.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.4M |
| Q1 2026 | $2.2M |
| Q2 2026 | $2.6M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 7.7K | — | — |
| Q2 2026 | $2.6M | 7.8K | — | — |
| Q1 2026 | $2.2M | 7.5K | — | — |
| Q4 2025 | $2.4M | 7.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B