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Waterway Wealth Management, LLC → JPM-PM
Waterway Wealth Management, LLC JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$966K
Q3 2026
Peak value
$17.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3M |
| Q3 2025 | $10.5M |
| Q4 2025 | $2.5M |
| Q4 2025 | $11.2M |
| Q1 2026 | $2.5M |
| Q1 2026 | $17.7M |
| Q2 2026 | $2.9M |
| Q2 2026 | $8.2M |
| Q3 2026 | $2.9M |
| Q3 2026 | $8.9M |
| Q3 2026 | $8.3M |
| Q3 2026 | $966K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $966K | 19.2K | — | — |
| Q3 2026 | $8.3M | 143.7K | — | — |
| Q3 2026 | $8.9M | 198.3K | — | — |
| Q3 2026 | $2.9M | 8.8K | — | — |
| Q2 2026 | $8.2M | 144.0K | — | — |
| Q2 2026 | $2.9M | 8.7K | — | — |
| Q1 2026 | $17.7M | 317.4K | — | — |
| Q1 2026 | $2.5M | 8.6K | — | — |
| Q4 2025 | $11.2M | 207.3K | — | — |
| Q4 2025 | $2.5M | 7.9K | — | — |
| Q3 2025 | $10.5M | 166.8K | — | — |
| Q3 2025 | $3M | 9.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B