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WEALTH EFFECTS LLC → JPM-PM

WEALTH EFFECTS LLC JPM-PM Position History

JPM-PM

Quarters held
15
Latest value
$1.9M
Q3 2026
Peak value
$9.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$9.4M
Q3 2025$1.8M
Q3 2025$1.4M
Q4 2025$9.5M
Q4 2025$1.8M
Q4 2025$2M
Q1 2026$8.7M
Q1 2026$1.9M
Q1 2026$1.7M
Q2 2026$9.9M
Q2 2026$1.9M
Q2 2026$1.9M
Q3 2026$9.9M
Q3 2026$1.9M
Q3 2026$1.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.9M30.9K——
Q3 2026$1.9M33.8K——
Q3 2026$9.9M29.9K——
Q2 2026$1.9M30.3K——
Q2 2026$1.9M33.9K——
Q2 2026$9.9M30.2K——
Q1 2026$1.7M31.5K——
Q1 2026$1.9M33.1K——
Q1 2026$8.7M29.7K——
Q4 2025$2M33.6K——
Q4 2025$1.8M31.6K——
Q4 2025$9.5M29.6K——
Q3 2025$1.4M24.2K——
Q3 2025$1.8M31.4K——
Q3 2025$9.4M29.7K——

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