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WELLINGTON-ALTUS USA INC. → JPM-PM

WELLINGTON-ALTUS USA INC. JPM-PM Position History

JPM-PM

Quarters held
15
Latest value
$401K
Q2 2026
Peak value
$2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.9M
Q4 2025$6K
Q4 2025$1M
Q4 2025$832K
Q4 2025$299K
Q1 2026$1.5M
Q1 2026$6K
Q1 2026$2M
Q1 2026$1.1M
Q1 2026$565K
Q2 2026$1.6M
Q2 2026$6K
Q2 2026$1.4M
Q2 2026$1M
Q2 2026$401K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q2 2026$401K7.2K——
Q2 2026$1M19.9K——
Q2 2026$1.4M24.9K——
Q2 2026$6K140——
Q2 2026$1.6M5.4K——
Q1 2026$565K9.2K——
Q1 2026$1.1M20.8K——
Q1 2026$2M35.5K——
Q1 2026$6K140——
Q1 2026$1.5M4.6K——
Q4 2025$299K5.1K——
Q4 2025$832K16.4K——
Q4 2025$1M17.5K——
Q4 2025$6K140——
Q4 2025$1.9M6.0K——

Other funds holding JPM-PM

Other WELLINGTON-ALTUS USA INC. positions

VGES

VANGUARD INDEX FUNDS

$14.1M
VGES

VANGUARD INDEX FUNDS

$11.7M
VGES

VANGUARD INDEX FUNDS

$9.6M
ETHA

ISHARES TRUST

$8.2M
ETHA

ISHARES TRUST

$7M
ETHA

ISHARES TRUST

$6.9M
ETHA

ISHARES CORE U S AGGREGATE BD

$6.3M
BLK

ISHARES TRUST

$6.1M