Back to JPM-PM
Wealth Enhancement Trust Services, Inc. → JPM-PM
Wealth Enhancement Trust Services, Inc. JPM-PM Position History
JPM-PM
Quarters held
40
Latest value
$5.3M
Q3 2026
Peak value
$11.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11K |
| Q4 2025 | $3.5M |
| Q4 2025 | $9.7M |
| Q4 2025 | $770K |
| Q4 2025 | $153K |
| Q4 2025 | $110K |
| Q4 2025 | $5M |
| Q1 2026 | $32K |
| Q1 2026 | $3.2M |
| Q1 2026 | $9.1M |
| Q1 2026 | $765K |
| Q1 2026 | $841K |
| Q1 2026 | $117K |
| Q1 2026 | $4.2M |
| Q2 2026 | $11K |
| Q2 2026 | $37K |
| Q2 2026 | $2K |
| Q2 2026 | $3.5M |
| Q2 2026 | $9.7M |
| Q2 2026 | $2.6M |
| Q2 2026 | $10.1M |
| Q2 2026 | $221K |
| Q2 2026 | $770K |
| Q2 2026 | $763K |
| Q2 2026 | $153K |
| Q2 2026 | $1M |
| Q2 2026 | $110K |
| Q2 2026 | $5M |
| Q2 2026 | $128K |
| Q2 2026 | $4.3M |
| Q3 2026 | $59K |
| Q3 2026 | $1.4M |
| Q3 2026 | $2.6M |
| Q3 2026 | $11.2M |
| Q3 2026 | $53K |
| Q3 2026 | $6.3M |
| Q3 2026 | $738K |
| Q3 2026 | $969K |
| Q3 2026 | $166K |
| Q3 2026 | $5.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.3M | 104.7K | — | — |
| Q3 2026 | $166K | 3.3K | — | — |
| Q3 2026 | $969K | 20.4K | — | — |
| Q3 2026 | $738K | 5.4K | — | — |
| Q3 2026 | $6.3M | 112.2K | — | — |
| Q3 2026 | $53K | 934 | — | — |
| Q3 2026 | $11.2M | 33.8K | — | — |
| Q3 2026 | $2.6M | 7.8K | — | — |
| Q3 2026 | $1.4M | 60.0K | — | — |
| Q3 2026 | $59K | 4.0K | — | — |
| Q2 2026 | $4.3M | 86.0K | — | — |
| Q2 2026 | $128K | 2.5K | — | — |
| Q2 2026 | $5M | 99.0K | — | — |
| Q2 2026 | $110K | 2.2K | — | — |
| Q2 2026 | $1M | 20.2K | — | — |
| Q2 2026 | $153K | 3.0K | — | — |
| Q2 2026 | $763K | 5.4K | — | — |
| Q2 2026 | $770K | 6.2K | — | — |
| Q2 2026 | $221K | 3.9K | — | — |
| Q2 2026 | $10.1M | 30.7K | — | — |
| Q2 2026 | $2.6M | 7.9K | — | — |
| Q2 2026 | $9.7M | 30.2K | — | — |
| Q2 2026 | $3.5M | 11.0K | — | — |
| Q2 2026 | $2K | 404 | — | — |
| Q2 2026 | $37K | 9.0K | — | — |
| Q2 2026 | $11K | 4.0K | — | — |
| Q1 2026 | $4.2M | 82.7K | — | — |
| Q1 2026 | $117K | 2.3K | — | — |
| Q1 2026 | $841K | 16.8K | — | — |
| Q1 2026 | $765K | 5.9K | — | — |
| Q1 2026 | $9.1M | 31.0K | — | — |
| Q1 2026 | $3.2M | 11.0K | — | — |
| Q1 2026 | $32K | 9.0K | — | — |
| Q4 2025 | $5M | 99.0K | — | — |
| Q4 2025 | $110K | 2.2K | — | — |
| Q4 2025 | $153K | 3.0K | — | — |
| Q4 2025 | $770K | 6.2K | — | — |
| Q4 2025 | $9.7M | 30.2K | — | — |
| Q4 2025 | $3.5M | 11.0K | — | — |
| Q4 2025 | $11K | 4.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B