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Wavvest Wealth LLC → JPM-PM

Wavvest Wealth LLC JPM-PM Position History

JPM-PM

Quarters held
2
Latest value
$5.2M
Q3 2026
Peak value
$5.2M
First seen
Q3 2026

Dollar value over time

Show data table
PeriodPosition value
Q3 2026$269K
Q3 2026$5.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.2M104.0K——
Q3 2026$269K814——

Other funds holding JPM-PM

Other Wavvest Wealth LLC positions

IVZ

INVESCO S&P 500 EQUAL WEIGHT ETF

$9.4M
ETHA

ISHARES CORE S&P 500 ETF

$8.9M
KOLD

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

$6.2M
ETHA

ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF

$4.7M
ETHA

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

$4.3M
PPT

PUTNAM FOCUSED LARGE CAP VALUE ETF

$4.1M
SPY

STATE STREET SPDR S&P 500 ETF

$4.1M
CRDO

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

$3.7M