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Twelve Points Wealth Management LLC → JPM-PM
Twelve Points Wealth Management LLC JPM-PM Position History
JPM-PM
Quarters held
8
Latest value
$273K
Q3 2026
Peak value
$5.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.9M |
| Q4 2025 | $283K |
| Q1 2026 | $4.5M |
| Q1 2026 | $283K |
| Q2 2026 | $5M |
| Q2 2026 | $283K |
| Q3 2026 | $5.2M |
| Q3 2026 | $273K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $273K | 5.4K | — | — |
| Q3 2026 | $5.2M | 15.5K | — | — |
| Q2 2026 | $283K | 5.6K | — | — |
| Q2 2026 | $5M | 15.1K | — | — |
| Q1 2026 | $283K | 5.6K | — | — |
| Q1 2026 | $4.5M | 15.4K | — | — |
| Q4 2025 | $283K | 5.6K | — | — |
| Q4 2025 | $4.9M | 14.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B