Back to JPM-PM
WealthPLAN Partners, LLC → JPM-PM
WealthPLAN Partners, LLC JPM-PM Position History
JPM-PM
Quarters held
43
Latest value
$4.8M
Q3 2026
Peak value
$8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.4M |
| Q4 2025 | $7.2M |
| Q4 2025 | $512K |
| Q4 2025 | $3K |
| Q4 2025 | $682K |
| Q4 2025 | $5K |
| Q4 2025 | $230K |
| Q4 2025 | $575K |
| Q4 2025 | $4K |
| Q1 2026 | $5.6M |
| Q1 2026 | $2.4M |
| Q1 2026 | $3K |
| Q1 2026 | $234K |
| Q1 2026 | $599 |
| Q1 2026 | $2.4M |
| Q1 2026 | $5K |
| Q1 2026 | $261K |
| Q1 2026 | $3K |
| Q1 2026 | $1.9M |
| Q2 2026 | $5.7M |
| Q2 2026 | $4K |
| Q2 2026 | $5.1M |
| Q2 2026 | $599 |
| Q2 2026 | $541K |
| Q2 2026 | $319K |
| Q2 2026 | $5.8M |
| Q2 2026 | $6K |
| Q2 2026 | $449K |
| Q2 2026 | $3K |
| Q2 2026 | $4.2M |
| Q3 2026 | $5.6M |
| Q3 2026 | $3K |
| Q3 2026 | $5.4M |
| Q3 2026 | $673 |
| Q3 2026 | $738K |
| Q3 2026 | $1K |
| Q3 2026 | $1.5M |
| Q3 2026 | $286K |
| Q3 2026 | $7K |
| Q3 2026 | $8M |
| Q3 2026 | $573K |
| Q3 2026 | $3K |
| Q3 2026 | $4.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.8M | 49.7K | — | — |
| Q3 2026 | $3K | 35 | — | — |
| Q3 2026 | $573K | 9.4K | — | — |
| Q3 2026 | $8M | 179.7K | — | — |
| Q3 2026 | $7K | 149 | — | — |
| Q3 2026 | $286K | 6.0K | — | — |
| Q3 2026 | $1.5M | 19.4K | — | — |
| Q3 2026 | $1K | 15 | — | — |
| Q3 2026 | $738K | 16.4K | — | — |
| Q3 2026 | $673 | 15 | — | — |
| Q3 2026 | $5.4M | 66.1K | — | — |
| Q3 2026 | $3K | 37 | — | — |
| Q3 2026 | $5.6M | 16.9K | — | — |
| Q2 2026 | $4.2M | 43.0K | — | — |
| Q2 2026 | $3K | 34 | — | — |
| Q2 2026 | $449K | 7.3K | — | — |
| Q2 2026 | $6K | 134 | — | — |
| Q2 2026 | $5.8M | 124.6K | — | — |
| Q2 2026 | $319K | 6.3K | — | — |
| Q2 2026 | $541K | 11.7K | — | — |
| Q2 2026 | $599 | 13 | — | — |
| Q2 2026 | $5.1M | 61.8K | — | — |
| Q2 2026 | $4K | 44 | — | — |
| Q2 2026 | $5.7M | 17.3K | — | — |
| Q1 2026 | $1.9M | 22.9K | — | — |
| Q1 2026 | $3K | 36 | — | — |
| Q1 2026 | $261K | 4.7K | — | — |
| Q1 2026 | $5K | 112 | — | — |
| Q1 2026 | $2.4M | 50.5K | — | — |
| Q1 2026 | $599 | 13 | — | — |
| Q1 2026 | $234K | 5.1K | — | — |
| Q1 2026 | $3K | 42 | — | — |
| Q1 2026 | $2.4M | 31.2K | — | — |
| Q1 2026 | $5.6M | 19.0K | — | — |
| Q4 2025 | $4K | 43 | — | — |
| Q4 2025 | $575K | 6.2K | — | — |
| Q4 2025 | $230K | 4.0K | — | — |
| Q4 2025 | $5K | 99 | — | — |
| Q4 2025 | $682K | 14.4K | — | — |
| Q4 2025 | $3K | 45 | — | — |
| Q4 2025 | $512K | 6.8K | — | — |
| Q4 2025 | $7.2M | 22.4K | — | — |
| Q3 2025 | $7.4M | 23.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B