Back to JPM-PM

WETZEL INVESTMENT ADVISORS, INC. → JPM-PM

WETZEL INVESTMENT ADVISORS, INC. JPM-PM Position History

JPM-PM

Quarters held
20
Latest value
$266K
Q3 2026
Peak value
$13M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$12.7M
Q3 2025$41K
Q3 2025$205K
Q3 2025$327K
Q4 2025$12.8M
Q4 2025$25K
Q4 2025$267K
Q4 2025$317K
Q1 2026$11.7M
Q1 2026$21K
Q1 2026$426K
Q1 2026$307K
Q2 2026$12.8M
Q2 2026$23K
Q2 2026$411K
Q2 2026$275K
Q3 2026$13M
Q3 2026$17K
Q3 2026$409K
Q3 2026$266K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$266K5.7K——
Q3 2026$409K7.3K——
Q3 2026$17K52——
Q3 2026$13M39.2K——
Q2 2026$275K5.7K——
Q2 2026$411K7.3K——
Q2 2026$23K71——
Q2 2026$12.8M39.2K——
Q1 2026$307K6.4K——
Q1 2026$426K7.5K——
Q1 2026$21K71——
Q1 2026$11.7M39.7K——
Q4 2025$317K6.5K——
Q4 2025$267K4.6K——
Q4 2025$25K79——
Q4 2025$12.8M39.8K——
Q3 2025$327K6.7K——
Q3 2025$205K3.6K——
Q3 2025$41K131——
Q3 2025$12.7M40.2K——

Other funds holding JPM-PM

Other WETZEL INVESTMENT ADVISORS, INC. positions

VGES

VANGUARD INDEX FDS

$27.4M
VGES

VANGUARD INDEX FDS

$26.2M
ETHA

ISHARES TR

$25.8M
ETHA

ISHARES TR

$25.8M
ETHA

ISHARES TR

$23.6M
ETHA

ISHARES TR

$23.3M
ETHA

ISHARES TR

$22.8M
VGES

VANGUARD INDEX FDS

$17.2M