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Willis Johnson Wealth, Inc. → JPM-PM
Willis Johnson Wealth, Inc. JPM-PM Position History
JPM-PM
Quarters held
13
Latest value
$27.2M
Q3 2026
Peak value
$27.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $266K |
| Q3 2025 | $1.4M |
| Q3 2025 | $12.5M |
| Q4 2025 | $294K |
| Q4 2025 | $1.2M |
| Q4 2025 | $13.8M |
| Q1 2026 | $296K |
| Q1 2026 | $1.1M |
| Q1 2026 | $14.7M |
| Q2 2026 | $879K |
| Q2 2026 | $24.8M |
| Q3 2026 | $908K |
| Q3 2026 | $27.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.2M | 271.0K | — | — |
| Q3 2026 | $908K | 2.7K | — | — |
| Q2 2026 | $24.8M | 249.4K | — | — |
| Q2 2026 | $879K | 2.7K | — | — |
| Q1 2026 | $14.7M | 156.8K | — | — |
| Q1 2026 | $1.1M | 3.7K | — | — |
| Q1 2026 | $296K | 12.9K | — | — |
| Q4 2025 | $13.8M | 148.7K | — | — |
| Q4 2025 | $1.2M | 3.8K | — | — |
| Q4 2025 | $294K | 12.8K | — | — |
| Q3 2025 | $12.5M | 143.4K | — | — |
| Q3 2025 | $1.4M | 4.3K | — | — |
| Q3 2025 | $266K | 11.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B