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TRITONPOINT WEALTH, LLC → JPM-PM
TRITONPOINT WEALTH, LLC JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$822K
Q3 2026
Peak value
$27.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $27.6M |
| Q4 2025 | $1.1M |
| Q4 2025 | $926K |
| Q1 2026 | $24.6M |
| Q1 2026 | $1.2M |
| Q1 2026 | $815K |
| Q2 2026 | $26.7M |
| Q2 2026 | $1.2M |
| Q2 2026 | $869K |
| Q3 2026 | $26.2M |
| Q3 2026 | $1.2M |
| Q3 2026 | $822K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $822K | 13.4K | — | — |
| Q3 2026 | $1.2M | 20.7K | — | — |
| Q3 2026 | $26.2M | 79.0K | — | — |
| Q2 2026 | $869K | 14.1K | — | — |
| Q2 2026 | $1.2M | 20.9K | — | — |
| Q2 2026 | $26.7M | 81.7K | — | — |
| Q1 2026 | $815K | 14.7K | — | — |
| Q1 2026 | $1.2M | 21.0K | — | — |
| Q1 2026 | $24.6M | 83.7K | — | — |
| Q4 2025 | $926K | 15.8K | — | — |
| Q4 2025 | $1.1M | 19.1K | — | — |
| Q4 2025 | $27.6M | 85.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B