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West Wealth Group, LLC → JPM-PM
West Wealth Group, LLC JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$242K
Q3 2026
Peak value
$25.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $881K |
| Q3 2025 | $282K |
| Q3 2025 | $23.7M |
| Q4 2025 | $932K |
| Q4 2025 | $237K |
| Q4 2025 | $25.2M |
| Q1 2026 | $861K |
| Q1 2026 | $223K |
| Q1 2026 | $11.7M |
| Q2 2026 | $1M |
| Q3 2026 | $1.6M |
| Q3 2026 | $242K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $242K | 4.8K | — | — |
| Q3 2026 | $1.6M | 49.4K | — | — |
| Q2 2026 | $1M | 3.2K | — | — |
| Q1 2026 | $11.7M | 190.2K | — | — |
| Q1 2026 | $223K | 3.9K | — | — |
| Q1 2026 | $861K | 2.9K | — | — |
| Q4 2025 | $25.2M | 398.4K | — | — |
| Q4 2025 | $237K | 4.1K | — | — |
| Q4 2025 | $932K | 2.9K | — | — |
| Q3 2025 | $23.7M | 380.3K | — | — |
| Q3 2025 | $282K | 5.0K | — | — |
| Q3 2025 | $881K | 2.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B