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TriaGen Wealth Management LLC → JPM-PM
TriaGen Wealth Management LLC JPM-PM Position History
JPM-PM
Quarters held
16
Latest value
$1.7M
Q3 2026
Peak value
$5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.4M |
| Q3 2025 | $1.7M |
| Q3 2025 | $1.7M |
| Q4 2025 | $2.7M |
| Q4 2025 | $1.5M |
| Q4 2025 | $1.7M |
| Q1 2026 | $2.4M |
| Q1 2026 | $1.4M |
| Q1 2026 | $1.7M |
| Q2 2026 | $4.9M |
| Q2 2026 | $458K |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.7M |
| Q3 2026 | $5M |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 37.3K | — | — |
| Q3 2026 | $1.2M | 23.2K | — | — |
| Q3 2026 | $5M | 15.1K | — | — |
| Q2 2026 | $1.7M | 34.4K | — | — |
| Q2 2026 | $1.2M | 24.0K | — | — |
| Q2 2026 | $458K | 1.4K | — | — |
| Q2 2026 | $4.9M | 15.1K | — | — |
| Q1 2026 | $1.7M | 34.7K | — | — |
| Q1 2026 | $1.4M | 27.1K | — | — |
| Q1 2026 | $2.4M | 8.1K | — | — |
| Q4 2025 | $1.7M | 34.3K | — | — |
| Q4 2025 | $1.5M | 29.7K | — | — |
| Q4 2025 | $2.7M | 8.3K | — | — |
| Q3 2025 | $1.7M | 34.1K | — | — |
| Q3 2025 | $1.7M | 33.2K | — | — |
| Q3 2025 | $2.4M | 7.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B