Back to JPM-PM
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC → JPM-PM
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$28.1M
Q3 2026
Peak value
$28.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.6M |
| Q3 2025 | $358K |
| Q3 2025 | $22.3M |
| Q4 2025 | $2.6M |
| Q4 2025 | $369K |
| Q4 2025 | $22.5M |
| Q1 2026 | $2.3M |
| Q1 2026 | $370K |
| Q1 2026 | $22.4M |
| Q2 2026 | $2.6M |
| Q2 2026 | $375K |
| Q2 2026 | $26.8M |
| Q3 2026 | $2.4M |
| Q3 2026 | $378K |
| Q3 2026 | $28.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28.1M | 380.3K | — | — |
| Q3 2026 | $378K | 6.7K | — | — |
| Q3 2026 | $2.4M | 7.4K | — | — |
| Q2 2026 | $26.8M | 371.3K | — | — |
| Q2 2026 | $375K | 6.6K | — | — |
| Q2 2026 | $2.6M | 7.8K | — | — |
| Q1 2026 | $22.4M | 364.5K | — | — |
| Q1 2026 | $370K | 6.5K | — | — |
| Q1 2026 | $2.3M | 7.8K | — | — |
| Q4 2025 | $22.5M | 355.4K | — | — |
| Q4 2025 | $369K | 6.4K | — | — |
| Q4 2025 | $2.6M | 8.1K | — | — |
| Q3 2025 | $22.3M | 353.8K | — | — |
| Q3 2025 | $358K | 6.3K | — | — |
| Q3 2025 | $2.6M | 8.4K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B