Back to JPM-PM
WESPAC Advisors SoCal, LLC → JPM-PM
WESPAC Advisors SoCal, LLC JPM-PM Position History
JPM-PM
Quarters held
16
Latest value
$6.7M
Q3 2026
Peak value
$13.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.1M |
| Q3 2025 | $229K |
| Q3 2025 | $2M |
| Q4 2025 | $12.5M |
| Q4 2025 | $239K |
| Q4 2025 | $2M |
| Q1 2026 | $12M |
| Q1 2026 | $323K |
| Q1 2026 | $2M |
| Q1 2026 | $5.7M |
| Q2 2026 | $13.7M |
| Q2 2026 | $336K |
| Q2 2026 | $6.3M |
| Q3 2026 | $13.7M |
| Q3 2026 | $341K |
| Q3 2026 | $6.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.7M | 70.2K | — | — |
| Q3 2026 | $341K | 6.1K | — | — |
| Q3 2026 | $13.7M | 41.5K | — | — |
| Q2 2026 | $6.3M | 68.8K | — | — |
| Q2 2026 | $336K | 6.0K | — | — |
| Q2 2026 | $13.7M | 42.0K | — | — |
| Q1 2026 | $5.7M | 66.2K | — | — |
| Q1 2026 | $2M | 39.5K | — | — |
| Q1 2026 | $323K | 5.7K | — | — |
| Q1 2026 | $12M | 40.7K | — | — |
| Q4 2025 | $2M | 39.5K | — | — |
| Q4 2025 | $239K | 4.2K | — | — |
| Q4 2025 | $12.5M | 38.7K | — | — |
| Q3 2025 | $2M | 39.5K | — | — |
| Q3 2025 | $229K | 4.0K | — | — |
| Q3 2025 | $12.1M | 38.5K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B