Back to JPM-PM
Unique Wealth Strategies, LLC → JPM-PM
Unique Wealth Strategies, LLC JPM-PM Position History
JPM-PM
Quarters held
19
Latest value
$3.7M
Q3 2026
Peak value
$3.7M
First seen
Q3 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2024 | $1.7M |
| Q3 2024 | $211K |
| Q3 2024 | $3M |
| Q4 2024 | $1.9M |
| Q4 2024 | $3.2M |
| Q1 2025 | $1.8M |
| Q1 2025 | $3.4M |
| Q2 2025 | $2M |
| Q2 2025 | $2.7M |
| Q3 2025 | $2.2M |
| Q3 2025 | $2.8M |
| Q4 2025 | $2.1M |
| Q4 2025 | $3.2M |
| Q1 2026 | $1.5M |
| Q1 2026 | $3.6M |
| Q2 2026 | $1.7M |
| Q2 2026 | $3.7M |
| Q3 2026 | $1.7M |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 73.9K | — | — |
| Q3 2026 | $1.7M | 5.1K | — | — |
| Q2 2026 | $3.7M | 73.9K | — | — |
| Q2 2026 | $1.7M | 5.1K | — | — |
| Q1 2026 | $3.6M | 72.9K | — | — |
| Q1 2026 | $1.5M | 5.0K | — | — |
| Q4 2025 | $3.2M | 64.1K | — | — |
| Q4 2025 | $2.1M | 6.5K | — | — |
| Q3 2025 | $2.8M | 55.7K | — | — |
| Q3 2025 | $2.2M | 7.1K | — | — |
| Q2 2025 | $2.7M | 54.2K | — | — |
| Q2 2025 | $2M | 7.0K | — | — |
| Q1 2025 | $3.4M | 68.2K | — | — |
| Q1 2025 | $1.8M | 7.4K | — | — |
| Q4 2024 | $3.2M | 64.6K | — | — |
| Q4 2024 | $1.9M | 7.9K | — | — |
| Q3 2024 | $3M | 58.6K | — | — |
| Q3 2024 | $211K | 1.0K | — | — |
| Q3 2024 | $1.7M | 8.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B