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Wealth Advisory Solutions, LLC → JPM-PM
Wealth Advisory Solutions, LLC JPM-PM Position History
JPM-PM
Quarters held
10
Latest value
$447K
Q3 2026
Peak value
$11.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.3M |
| Q4 2025 | $11.5M |
| Q1 2026 | $10.1M |
| Q1 2026 | $320K |
| Q2 2026 | $205K |
| Q2 2026 | $11.1M |
| Q2 2026 | $426K |
| Q3 2026 | $215K |
| Q3 2026 | $11.2M |
| Q3 2026 | $447K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $447K | 7.9K | — | — |
| Q3 2026 | $11.2M | 33.8K | — | — |
| Q3 2026 | $215K | 9.4K | — | — |
| Q2 2026 | $426K | 7.5K | — | — |
| Q2 2026 | $11.1M | 34.0K | — | — |
| Q2 2026 | $205K | 9.0K | — | — |
| Q1 2026 | $320K | 5.7K | — | — |
| Q1 2026 | $10.1M | 34.4K | — | — |
| Q4 2025 | $11.5M | 35.5K | — | — |
| Q3 2025 | $11.3M | 35.8K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B