Back to JPM-PM
WealthPlan Investment Management, LLC → JPM-PM
WealthPlan Investment Management, LLC JPM-PM Position History
JPM-PM
Quarters held
43
Latest value
$26.9M
Q3 2026
Peak value
$36M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.4M |
| Q3 2025 | $11.4M |
| Q3 2025 | $1.5M |
| Q3 2025 | $1.9M |
| Q3 2025 | $1.1M |
| Q3 2025 | $7.6M |
| Q3 2025 | $220K |
| Q3 2025 | $8.6M |
| Q4 2025 | $12.4M |
| Q4 2025 | $15.4M |
| Q4 2025 | $1.3M |
| Q4 2025 | $1M |
| Q4 2025 | $578K |
| Q4 2025 | $8.6M |
| Q4 2025 | $1.9M |
| Q4 2025 | $14.1M |
| Q1 2026 | $8.9M |
| Q1 2026 | $27.6M |
| Q1 2026 | $2M |
| Q1 2026 | $615K |
| Q1 2026 | $1M |
| Q1 2026 | $19.2M |
| Q1 2026 | $5.3M |
| Q1 2026 | $20.6M |
| Q2 2026 | $22K |
| Q2 2026 | $9.6M |
| Q2 2026 | $36M |
| Q2 2026 | $2.6M |
| Q2 2026 | $590K |
| Q2 2026 | $1.1M |
| Q2 2026 | $27.3M |
| Q2 2026 | $5.8M |
| Q2 2026 | $26.2M |
| Q3 2026 | $22K |
| Q3 2026 | $8.9M |
| Q3 2026 | $32.5M |
| Q3 2026 | $3M |
| Q3 2026 | $8.4M |
| Q3 2026 | $334K |
| Q3 2026 | $3M |
| Q3 2026 | $31.7M |
| Q3 2026 | $7.3M |
| Q3 2026 | $26.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $26.9M | 278.3K | — | — |
| Q3 2026 | $7.3M | 119.3K | — | — |
| Q3 2026 | $31.7M | 707.6K | — | — |
| Q3 2026 | $3M | 62.1K | — | — |
| Q3 2026 | $334K | 5.9K | — | — |
| Q3 2026 | $8.4M | 106.9K | — | — |
| Q3 2026 | $3M | 67.0K | — | — |
| Q3 2026 | $32.5M | 395.9K | — | — |
| Q3 2026 | $8.9M | 26.9K | — | — |
| Q3 2026 | $22K | 68 | — | — |
| Q2 2026 | $26.2M | 266.0K | — | — |
| Q2 2026 | $5.8M | 94.6K | — | — |
| Q2 2026 | $27.3M | 581.5K | — | — |
| Q2 2026 | $1.1M | 22.3K | — | — |
| Q2 2026 | $590K | 10.5K | — | — |
| Q2 2026 | $2.6M | 55.7K | — | — |
| Q2 2026 | $36M | 436.5K | — | — |
| Q2 2026 | $9.6M | 29.2K | — | — |
| Q2 2026 | $22K | 68 | — | — |
| Q1 2026 | $20.6M | 243.5K | — | — |
| Q1 2026 | $5.3M | 95.7K | — | — |
| Q1 2026 | $19.2M | 406.9K | — | — |
| Q1 2026 | $1M | 21.0K | — | — |
| Q1 2026 | $615K | 10.8K | — | — |
| Q1 2026 | $2M | 43.5K | — | — |
| Q1 2026 | $27.6M | 364.3K | — | — |
| Q1 2026 | $8.9M | 30.2K | — | — |
| Q4 2025 | $14.1M | 152.4K | — | — |
| Q4 2025 | $1.9M | 32.8K | — | — |
| Q4 2025 | $8.6M | 181.1K | — | — |
| Q4 2025 | $578K | 11.4K | — | — |
| Q4 2025 | $1M | 18.3K | — | — |
| Q4 2025 | $1.3M | 28.7K | — | — |
| Q4 2025 | $15.4M | 206.1K | — | — |
| Q4 2025 | $12.4M | 38.4K | — | — |
| Q3 2025 | $8.6M | 91.7K | — | — |
| Q3 2025 | $220K | 3.8K | — | — |
| Q3 2025 | $7.6M | 158.9K | — | — |
| Q3 2025 | $1.1M | 22.2K | — | — |
| Q3 2025 | $1.9M | 32.9K | — | — |
| Q3 2025 | $1.5M | 32.6K | — | — |
| Q3 2025 | $11.4M | 154.8K | — | — |
| Q3 2025 | $11.4M | 36.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B