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Whitaker-Myers Wealth Managers, LTD. → JPM-PM
Whitaker-Myers Wealth Managers, LTD. JPM-PM Position History
JPM-PM
Quarters held
11
Latest value
$19M
Q3 2026
Peak value
$19M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q3 2025 | $11M |
| Q4 2025 | $1.4M |
| Q4 2025 | $12.2M |
| Q1 2026 | $1.3M |
| Q1 2026 | $13.9M |
| Q2 2026 | $2.2M |
| Q2 2026 | $16.7M |
| Q3 2026 | $2.4M |
| Q3 2026 | $18.2M |
| Q3 2026 | $19M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19M | 376.7K | — | — |
| Q3 2026 | $18.2M | 405.3K | — | — |
| Q3 2026 | $2.4M | 7.3K | — | — |
| Q2 2026 | $16.7M | 330.4K | — | — |
| Q2 2026 | $2.2M | 6.6K | — | — |
| Q1 2026 | $13.9M | 275.3K | — | — |
| Q1 2026 | $1.3M | 4.3K | — | — |
| Q4 2025 | $12.2M | 240.8K | — | — |
| Q4 2025 | $1.4M | 4.4K | — | — |
| Q3 2025 | $11M | 216.6K | — | — |
| Q3 2025 | $1.4M | 4.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B