Back to JPM-PM
Wealth Alliance Advisory Group, LLC → JPM-PM
Wealth Alliance Advisory Group, LLC JPM-PM Position History
JPM-PM
Quarters held
13
Latest value
$747K
Q3 2026
Peak value
$16.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.6M |
| Q4 2025 | $10.1M |
| Q4 2025 | $4.8M |
| Q4 2025 | $365K |
| Q4 2025 | $402K |
| Q1 2026 | $4.3M |
| Q1 2026 | $15.8M |
| Q2 2026 | $5.9M |
| Q2 2026 | $16.4M |
| Q2 2026 | $750K |
| Q3 2026 | $6.6M |
| Q3 2026 | $15M |
| Q3 2026 | $747K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $747K | 14.8K | — | — |
| Q3 2026 | $15M | 315.5K | — | — |
| Q3 2026 | $6.6M | 20.0K | — | — |
| Q2 2026 | $750K | 14.8K | — | — |
| Q2 2026 | $16.4M | 323.9K | — | — |
| Q2 2026 | $5.9M | 18.1K | — | — |
| Q1 2026 | $15.8M | 316.9K | — | — |
| Q1 2026 | $4.3M | 14.6K | — | — |
| Q4 2025 | $402K | 8.3K | — | — |
| Q4 2025 | $365K | 7.7K | — | — |
| Q4 2025 | $4.8M | 93.6K | — | — |
| Q4 2025 | $10.1M | 200.3K | — | — |
| Q4 2025 | $4.6M | 14.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B