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WESPAC Advisors, LLC → JPM-PM

WESPAC Advisors, LLC JPM-PM Position History

JPM-PM

Quarters held
18
Latest value
$4.5M
Q3 2026
Peak value
$5.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$633K
Q3 2025$284K
Q3 2025$236K
Q3 2025$3.3M
Q4 2025$607K
Q4 2025$282K
Q4 2025$235K
Q4 2025$5.5M
Q1 2026$409K
Q1 2026$278K
Q1 2026$234K
Q1 2026$4.7M
Q2 2026$455K
Q2 2026$261K
Q2 2026$233K
Q2 2026$4.3M
Q3 2026$539K
Q3 2026$4.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.5M47.0K——
Q3 2026$539K1.6K——
Q2 2026$4.3M46.5K——
Q2 2026$233K5.0K——
Q2 2026$261K4.6K——
Q2 2026$455K1.4K——
Q1 2026$4.7M54.6K——
Q1 2026$234K5.0K——
Q1 2026$278K4.9K——
Q1 2026$409K1.4K——
Q4 2025$5.5M68.6K——
Q4 2025$235K5.0K——
Q4 2025$282K4.9K——
Q4 2025$607K1.9K——
Q3 2025$3.3M44.2K——
Q3 2025$236K5.0K——
Q3 2025$284K5.0K——
Q3 2025$633K2.0K——

Other funds holding JPM-PM

Other WESPAC Advisors, LLC positions

OKE

PGIM ETF TR

$11M
OKE

PGIM ETF TR

$10.2M
ETHA

ISHARES TR

$9.3M
ETHA

ISHARES TR

$8.7M
ETHA

ISHARES TR

$8.4M
OKE

PGIM ETF TR

$8M
IVZ

INVESCO EXCHANGE TRADED FD T

$7.9M
ETHA

ISHARES TR

$7M