Back to JPM-PM
Wiser Wealth Management, Inc → JPM-PM
Wiser Wealth Management, Inc JPM-PM Position History
JPM-PM
Quarters held
9
Latest value
$68M
Q3 2026
Peak value
$68M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $562K |
| Q4 2025 | $56.3M |
| Q1 2026 | $481K |
| Q1 2026 | $60.5M |
| Q2 2026 | $629K |
| Q2 2026 | $61.7M |
| Q3 2026 | $660K |
| Q3 2026 | $2.2M |
| Q3 2026 | $68M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $68M | 1.52M | — | — |
| Q3 2026 | $2.2M | 45.4K | — | — |
| Q3 2026 | $660K | 2.0K | — | — |
| Q2 2026 | $61.7M | 1.31M | — | — |
| Q2 2026 | $629K | 1.9K | — | — |
| Q1 2026 | $60.5M | 1.29M | — | — |
| Q1 2026 | $481K | 1.6K | — | — |
| Q4 2025 | $56.3M | 1.19M | — | — |
| Q4 2025 | $562K | 1.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B