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Wagner Wealth Management, LLC → JPM-PM
Wagner Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
47
Latest value
$44K
Q3 2026
Peak value
$48.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.6M |
| Q4 2025 | $8.2M |
| Q4 2025 | $40.5M |
| Q4 2025 | $17K |
| Q4 2025 | $25.7M |
| Q4 2025 | $7K |
| Q4 2025 | $38K |
| Q4 2025 | $50K |
| Q4 2025 | $3.6M |
| Q4 2025 | $17.5M |
| Q4 2025 | $1M |
| Q1 2026 | $1.5M |
| Q1 2026 | $8.5M |
| Q1 2026 | $41.7M |
| Q1 2026 | $18K |
| Q1 2026 | $26.3M |
| Q1 2026 | $7K |
| Q1 2026 | $37K |
| Q1 2026 | $65K |
| Q1 2026 | $3.5M |
| Q1 2026 | $16.5M |
| Q1 2026 | $971K |
| Q1 2026 | $45K |
| Q2 2026 | $1.7M |
| Q2 2026 | $9.4M |
| Q2 2026 | $47.6M |
| Q2 2026 | $18K |
| Q2 2026 | $27.3M |
| Q2 2026 | $14K |
| Q2 2026 | $44K |
| Q2 2026 | $59K |
| Q2 2026 | $4M |
| Q2 2026 | $20.5M |
| Q2 2026 | $1.5M |
| Q2 2026 | $45K |
| Q3 2026 | $2.3M |
| Q3 2026 | $9.5M |
| Q3 2026 | $48.7M |
| Q3 2026 | $14K |
| Q3 2026 | $28.3M |
| Q3 2026 | $13K |
| Q3 2026 | $38K |
| Q3 2026 | $60K |
| Q3 2026 | $4.2M |
| Q3 2026 | $20.4M |
| Q3 2026 | $1.4M |
| Q3 2026 | $44K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $44K | 862 | — | — |
| Q3 2026 | $1.4M | 13.3K | — | — |
| Q3 2026 | $20.4M | 210.9K | — | — |
| Q3 2026 | $4.2M | 68.3K | — | — |
| Q3 2026 | $60K | 1.2K | — | — |
| Q3 2026 | $38K | 515 | — | — |
| Q3 2026 | $13K | 98 | — | — |
| Q3 2026 | $28.3M | 503.7K | — | — |
| Q3 2026 | $14K | 222 | — | — |
| Q3 2026 | $48.7M | 1.08M | — | — |
| Q3 2026 | $9.5M | 115.6K | — | — |
| Q3 2026 | $2.3M | 7.0K | — | — |
| Q2 2026 | $45K | 862 | — | — |
| Q2 2026 | $1.5M | 13.2K | — | — |
| Q2 2026 | $20.5M | 208.3K | — | — |
| Q2 2026 | $4M | 64.3K | — | — |
| Q2 2026 | $59K | 1.2K | — | — |
| Q2 2026 | $44K | 612 | — | — |
| Q2 2026 | $14K | 98 | — | — |
| Q2 2026 | $27.3M | 482.6K | — | — |
| Q2 2026 | $18K | 287 | — | — |
| Q2 2026 | $47.6M | 1.03M | — | — |
| Q2 2026 | $9.4M | 114.2K | — | — |
| Q2 2026 | $1.7M | 5.1K | — | — |
| Q1 2026 | $45K | 862 | — | — |
| Q1 2026 | $971K | 12.2K | — | — |
| Q1 2026 | $16.5M | 194.9K | — | — |
| Q1 2026 | $3.5M | 63.8K | — | — |
| Q1 2026 | $65K | 1.3K | — | — |
| Q1 2026 | $37K | 611 | — | — |
| Q1 2026 | $7K | 56 | — | — |
| Q1 2026 | $26.3M | 464.1K | — | — |
| Q1 2026 | $18K | 283 | — | — |
| Q1 2026 | $41.7M | 905.3K | — | — |
| Q1 2026 | $8.5M | 112.5K | — | — |
| Q1 2026 | $1.5M | 5.1K | — | — |
| Q4 2025 | $1M | 11.3K | — | — |
| Q4 2025 | $17.5M | 188.9K | — | — |
| Q4 2025 | $3.6M | 62.8K | — | — |
| Q4 2025 | $50K | 979 | — | — |
| Q4 2025 | $38K | 609 | — | — |
| Q4 2025 | $7K | 56 | — | — |
| Q4 2025 | $25.7M | 449.3K | — | — |
| Q4 2025 | $17K | 282 | — | — |
| Q4 2025 | $40.5M | 874.1K | — | — |
| Q4 2025 | $8.2M | 109.2K | — | — |
| Q4 2025 | $1.6M | 5.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B